Get The Retirement Plan That Your Company Deserves

We advise on plan design, handle implementations, and advocate for your interests so you avoid pitfalls and maximize benefits.

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Plan Fiduciary

Open Architecture

Fair & Transparent

A Competitive, Well-Designed Plan Is Vital to Your Workforce

But There Are Problems...

  • Plan providers often have hidden incentives and conflicts of interest.
  • Non-compliance with ERISA and DOL regulations is a major liability.
  • Investment options can be unfit, low quality, or high-priced.
  • Bundled services lack transparency and flexibility.
  • The workload can be overwhelming.

Doing what's best for your employees and the future of your company shouldn't be so difficult.

As Your Advocate, We Help You Get the Plan You Deserve

At AZA Capital Management we help businesses overcome these challenges by serving as an independent advisor. In doing so, we provide industry knowledge, unbiased guidance, and a hands-on approach.

And as a co-fiduciary, we share a responsibility to make sure that your plan adheres to regulatory mandates, reducing risks for you and your business.

The result is a true partnership that supports your interests, reduces your workload, and provides the peace of mind gained from quality service — all with fair and transparent pricing.

Your Partner In Success

We understand that as a leader in your company, you thrive on responsibility. But when it comes to your corporate retirement plan, the extra workload required for informed decision-making and compliance can be overwhelming. That’s why we support you as an active partner, backing you with our experience and a team committed to your success.

SEC Registered Investment Advisor

ERISA 3(38) or 3(21) Fiduciary

Established 1997

Our Process

How To Get Started

1.

Plan Consultation

Let's start with a conversation about your objectives and a free analysis of your current plan.

2.

Design & Implementation

Balanced with stated objectives, you’ll get a plan that reduces regulatory risks and maximizes benefits.

3.

Ongoing Service

We continue to monitor, analyze, and manage your plan to maintain compliance and ease your workload.

Client Access

Portfolio Insights

Online access for viewing your investment portfolio and performance statements.

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Financial Planning

Every plan starts with a review of personal goals and information. Share securely via our portal.

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Need client access? Call us at 312-429-0880, Option 1.