The Value Proposition |

At Mosaic Pacific, our goal is to consistently provide added value to your 401(k) or 403(b) retirement plan. 

01

A fiduciary on your side

Mosaic Pacific is willing to act as an ERISA 3(38) Investment Manager to your retirement plan; the highest level of fiduciary assistance a plan sponsor can receive. We will also seek to educate the plan sponsors on their fiduciary obligations and educate participants on financial planning for retirement. 

Department of Labor Fiduciary Fact Sheet

02

Tailored investment solutions

Our investment committee of four investment professionals with over 100 years of combined experience creates a process to select and monitor diversified portfolios for your plan. 

Meet the Investment Committee

03

A truly independent and open architecture

Portfolios are constructed on Charles Schwab's mutual fund marketplace in which we have access to over thousands of no-load options. We have no incentive to recommend one fund over another.  Our interests are aligned with those of the plan and its participants. 

Benefits of Using Mosaic Pacific

615 Piikoi Street, Suite 812 | Honolulu, Hawaii 96814 | (808) 591-1200

 

Investment Advisory Services offered through Mosaic Pacific Investment Advisors, LLC, a Registered Investment Advisor in the State of Hawaii.

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