Educated retirement Target Scarborough Alliance’s approach of educating union members before selling products. This positions you to offer value-added advisory services, training sessions, and educational seminars that align with their philosophy and can lead to deeper asset management engagements.

Low-cost focus Leverage Scarborough’s commitment to low-cost investment products with transparent fees. Propose cost-efficient fund lineups and fee-visibility enhancements for union plans, potentially expanding to include wholesale advisory platforms that emphasize net returns.

Union-centric Develop tailored employee benefit and retirement planning solutions for union member populations. Consider bundled services around 401(k) plan optimization, retirement transition planning, and member education that fit their governance and approval processes.

Independent guidance Highlight the independence and objective investment selection as a selling point to expand relationships beyond Scarborough’s current scope. Propose strategic partnerships to offer complementary fiduciary services or second-opinion analyses for complex portfolios.

Growth potential With revenue in the mid-range and a focused team, explore scalable technology-enabled advisory tools, white-label educational content, and scalable client onboarding processes to support larger union client bases or additional unions seeking retirement planning expertise.