Jocelyn Investment Management, LLC

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100 Smith Ranch Rd
San Rafael, CA 94903
+1 (415) 256-1795
http://jocelyninvestment.com

Jocelyn Investment Management, LLC is a Registered Investment Advisory firm based in San Rafael, CA, specializing in asset management services for Retirement Plans and Wealth Management for high-net-worth individuals. The firm assists Plan Sponsors and 401(k) plan committees in fulfilling their fiduciary duties under the Employee Retirement Income Security Act of 1974 (ERISA) through a structured, systematic process.

Services provided include investment selection, quarterly performance monitoring, and support in preparing committee documentation and communications for plan participants. Additionally, their sister firm, Jocelyn Pension Consulting LLC, offers administrative consulting and recordkeeping services for various types of retirement plans.

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United States›California›San Rafael›Jocelyn Investment Management, LLC