Grey Fox Wealth Advisors
The experts that help you manage your retirement investment
It is important that partners share values, purpose, and drive, which is why we selected Grey Fox as our PEP investment managers and financial wellness experts.
Grey Fox’s Core Values
We believe certain values and approaches matter in this industry…
Honest and competent service
As independent fiduciaries, we have the ability – and the mandate – to research and recommend only optimized products that fit your plan’s objectives and trajectory.
Grit and hard work
Grey Fox is a family business. We are dedicated to outworking others for the benefit of our clients.
Clear alignment of long-term goals
As a foundational principle, we believe in transparent partnerships that align incentives, simplify complicated processes, and help you keep and grow more. of your hard-earned capital.
Our comprehensive Pooled Employer Plan approach
Customized Investment Strategy
Improve retirement investment options by optimizing performance and minimizing total fees.
GFWA accepts fiduciary responsibility as the 3(38) Retirement Plan Advisory Partner.
Single Point-of-Contact for Owners
Provide consistent availability to answer specific questions or address financial planning concerns for all business owners.
Financial Wellness Program
Provide quarterly educational sessions to address financial topics, market movements, and participant questions.
Offer monthly virtual availability for one-on-one sessions.
What funds do we offer?
Peppermint works with our financial management partner, Grey Fox Wealth, to offer
better performing, lower cost, higher quality funds that exceed expectations.
Name | Ticker | Total Ret | Total Ret | Total Ret | Total Ret |
Vanguard Growth Index Admiral | VIGAX | 33.28 | 9.69 | 18.82 | 14.87 |
Vanguard Value Index Adm | VVIAX | 22.68 | 7.49 | 11.99 | 10.06 |
Vanguard Mid Cap Index Admiral | VIMAX | 21.98 | 3.04 | 11.02 | 9.49 |
AB Small Cap Growth I | QUAIX | 17.79 | -6.18 | 7.94 | 10.16 |
Vanguard Small Cap Value Index Admiral | VSIAX | 26.59 | 4.40 | 11.15 | 8.60 |
Vanguard Developed Markets Index Admiral | VTMGX | 17.75 | 2.07 | 8.17 | 4.82 |
BlackRock Emerging Mkts Instl | MADCX | 9.03 | -8.32 | 4.35 | 3.72 |
Vanguard Real Estate Index Admiral | VGSLX | 8.45 | -2.35 | 2.91 | 5.22 |
Vanguard High-Yield Corporate Adm | VWEAX | 9.62 | 1.75 | 3.82 | 4.10 |
Vanguard Total Bond Market Index Adm | VBTLX | 1.42 | -3.06 | -0.16 | 1.25 |
Vanguard Total Intl Bd Idx Admiral™ | VTABX | 3.75 | -2.06 | -0.21 | 1.92 |
Schwab Treasury Infl Protected Secs Idx | SWRSX | 1.48 | -1.45 | 2.03 | 1.76 |
Vanguard Short-Term Corp Bd Idx Admiral | VSCSX | 5.09 | 0.12 | 1.72 | 1.97 |
ß©2022 Morningstar.All Rights Reserved. All Data and information is gathered from accurate sources but is not warranted to be correct, complete, or accurate.
A focus on financial wellness
As part of your peppermint offering, Grey fox provides quarterly financial wellness presentation on pertinent and useful subjects.
Quarterly Education
Focused presentations on subjects that are pertinent to your retirement plan
| First Session |
Your Peppermint Pooled Employer Plan (Details of the PEP) Allocation Review (Overview of the value of allocation and diversification) |
| Second Session |
Equities and Bonds (Overview of general investment options) Opening an Investment Account (Steps to open an additional account) |
| Third Session |
Retirement and Taxable Accounts (Differences between investment vehicles) Cash Reserve (Review of an “appropriate cash reserve”) |
| Fourth Session |
Financial Planning (Planning for key events – college, mortgages, etc.) Legacy Planning (Introduction to wills/trusts and long-term planning) |
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Finance Fridays
Monthly one-on-one “Question and Answer sessions available to all employees on the first Friday of each month. During these informal, virtual conversations the employee has a chance to individually discuss specific questions and finance-related topics with a partner from Grey Fox Wealth Advisors.
Who is Grey Fox?
Kevin Dombrowski
Partner
Kevin Dombrowski is a Partner at Grey Fox Wealth Advisors. Kevin formerly worked for MainLine Private Wealth where he helped manage over $600 million of clients’ assets. Prior to that role, Kevin served as Senior Vice President for Morningstar and managed several of its largest strategic partnerships. He has been in the financial services industry for over ten years.n
Kevin holds a Bachelor’s degree from the University of Michigan and a Master’s degree in Business Administration from the Kellogg School of Management at Northwestern University. Kevin was a recipient of the Delaware Business Times “40 Under 40” award in 2016.
Ted Lauzen
Partner
Ted Lauzen is a Partner at Grey Fox Wealth Advisors. He formerly served as an officer and a combat helicopter pilot for the United States Marine Corps. While deployed in 2012 and 2013, he flew more than 230 combat flight hours, executed 127 combat missions, and provided close air support for American and international ground forces throughout the volatile Helmand Province of Afghanistan.
Ted graduated magna cum laude from Duke University in 2007, interned as a healthcare investment banker at Goldman Sachs in 2017, completed Leadership Delaware as a Fellow in the Class of 2019, and attended the University of Pennsylvania (Penn Law and The Wharton School) to earn his JD/MBA. While at Penn, he focused his academic efforts in the areas of corporate law, business management, and entrepreneurship.