String Financial, LLC

String Financial develops applications and financial products to enable employers to better help their employees prepare for retirement. Our mission is to help participants identify their retirement goals and develop a strategy to realize them. Though the needs, objectives, and ultimate plan are unique to each participant, there are five basic tenets of String Financial’s overarching approach: 1. Simplicity – making portfolio management easier for participants by unifying retirement savings from disparate sources in a single dashboard 2. Education – enabling participants to take positive actions with confidence by providing access to resources and tools to investors of all experience levels 3. Lifetime Income – mitigating longevity risk by championing innovative financial products that make effective use of mortality credits to boost lifetime income 4. Advice – providing access to advice from multiple sources, including proprietary advice engines and the development of an open platform that allows participants to engage the adviser of their choosing 5. Minimizing Costs – promoting low-cost investment options and efficient product design to minimize the drag of fees on performance Download a copy of our survey of defined contribution participants: Market Insights: Helping Tomorrow’s Retirees Better Prepare Today - http://www.stringfinancial.com/PDFs/Market_Insights.pdf