StanCorp Investment Advisers offers investment management and advisory services to plan sponsors of employer-sponsored retirement plans. They maintain an approved list of funds and may manage the plan's investment lineup on a discretionary or non-discretionary basis. They also offer asset allocation and investment advisory services through Target Risk, Guided Portfolios, and Target Age Portfolios. For plan sponsors seeking a customized solution, they offer Mainspring Managed, a discretionary asset allocation program.
Fee Structure
StanCorp Investment Advisers provides investment advice to retirement plans and their participants. They offer various asset allocation models, including Target Risk, Guided Portfolios, and Target Age Portfolios. They also offer Mainspring Managed, a discretionary asset allocation program. No portfolio management fees are charged for the firm's investment models. Fees for investment advisory services will not exceed 0.06% of the value of the plan assets. Participants in Mainspring Managed may be subject to a monthly fee schedule.