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At LJA, our commitment to innovation defines our culture and distinguishes us as a leader in our profession. By hiring the best and the brightest individuals and creating a culture that continuously explores creative ways to better serve our clients, we are considered
industry leaders and innovators by our peers.
We were among the first to launch self-directed brokerage accounts and an automatic rebalancing tool that allows participants to set how often they want their accounts rebalanced to their target allocations.
We were also the first to launch an interactive website in the mid-1990s that offers an array of features and tools that help employees control and manage their retirement investments. Today, participants receive expanded reports that enable them to better manage their accounts and retirement objectives, while sponsors have instant access to the inner workings of the plan. Participants also have access to Morningstar ClearFuture investment advice, which allows direct access to funds information, investment education, and actual advice if requested.
By promoting a culture that fosters innovation, we have created a workplace where individuals are encouraged and challenged to continuously explore ways to enhance client services.
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