DCG is an independent and privately owned firm. Our mission is to support public and private employers operate efficient, compliant and beneficial retirement plans for their employees. We provide proactive fiduciary guidance, passion-driven leadership and counsel on both qualified and non-qualified retirement plans. We take a “client-first” approach with all our services, built upon the pure desire to place our clients in the center of the market universe regardless of a plan size, for the best possible outcomes to work toward their Plan goals. Considering the current environment within the banking, financial and insurance sectors, we believe this “client-first” service expectation should be adopted by all employers.
At Daher Capital Group, the firm’s foundation was built around one core service model – to provide a Investment Fiduciary service for plan fiduciaries, trustees, investment committee and board members to partner with in supporting their obligations and responsibilities to the Plan. We not only provide service functions that help fiduciary decision makers, but we acknowledge fiduciary appointment to the Plan’s we advise for investment selection and monitoring. Our top-down fiduciary best practice approach and process begins with a clear understanding of the obligations we have when servicing a retirement program for the employees.
Our support services and functions that help support plan oversight includes:
- ERISA education support and expertise
- Investment Fiduciary services
- Asset and investment monitoring and analytics
- Proactive employee education materials and programs
At DCG, we understand that for many employers today, the internal resources within their organization can be limited, and that managing benefits can be quite burdensome. As Investment Fiduciary Advisor, Howard Daher becomes your business partner to assist and support corporate management and the internal HR/Benefits team with valuable resources and skill sets where needed.