Investment Advisor Search & Interview Process: In 2014, we conducted an advisor search for a Seattle-based company with a long history in the region’s timber industry and property management. The advisor they selected has offered lower fees and has generated better performance for their retirement plan. The client continues to express how pleased she is with the advisor and our assistance with the entire process. Clients consistently make the statement, “I learned so much throughout the investment advisor search process, I appreciate it and thank you.”
We regularly conduct investment advisor searches for clients all across the country. Not all investment advisors are the same – this is a very true statement.
Whether the 401(k) Plan is bringing an investment advisor on board for the first time or they wish to find a new advisor, we have an impactful process and system that results in high-quality candidates, who are good fits for each individual’s organization.