Investments

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Managed Accounts

Professional investment management for Co-op 401(k) Plan participants is provided by Rockbridge. Rockbridge is an investment advisory firm focused on serving the needs of agribusiness firms and their employees, and helping investors establish and achieve long-term investment goals.

Rockbridge is a Registered Investment Advisor (RIA) with the Securities and Exchange Commission (SEC). As an RIA, they are duty-bound to act in the best interest of each participant, while providing:

  • Objective investment decisions based on the unique risk tolerance and goals of the participant.
  • Investment strategy with diversification at the lowest cost.

For seasoned employees with a substantial retirement plan balance, Rockbridge can provide key investment direction that pushes the strength of their portfolio to the next level. They also provide a simple solution for 401(k) participants who understand the importance of selecting the right mix of investments, but are not comfortable that they have the knowledge and experience to make the right choices on their own.

Account Managers

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Total Retirement Readiness

Use PlanAhead for Retirement and include your pension benefits to help project a more complete retirement readiness picture. For more information, log on to MillimanBenefits.com