JKRCO

JKR provides advice and recommendations; however, the plan sponsor will retain final decision making authority... JKR provides its clients with a range of investment management services including, but not limited to: Assessment of the client's investment needs and objectives; development of an asset allocation strategy designed to meet the client's objectives; recommendations on suitable style allocations; identification of appropriate investments and investment vehicles suitable given the client's goals; evaluation of investments meeting style and allocation criteria; review of client accounts to ensure adherence to client guidelines and asset allocation; recommendations for account rebalancing, if necessary; and reporting of client account(s) performance and progress... RETIREMENT PLAN SERVICES: JKR provides retirement plan services that are intended to assist clients in understanding the scope of their fiduciary duties and responsibilities, guide them in the development of prudent..

Also known as: JKR, JKR Company

Primary location: Van Nuys United States