A complete list of active advisors currently associated with Gasaway Investment Advisors, Inc.
Warmer can help you find a great advisor at Gasaway Investment Advisors, Inc. or one who fits your needs even better.
Gasaway Investment Advisors serves individual and high‑net‑worth clients as well as pension and profit‑sharing plans, trusts, estates, and corporations. The firm offers discretionary investment management, financial planning, and qualified retirement plan third‑party administration and recordkeeping services through its Alliance Retirement Plan Solutions DBA, managing roughly $173 million across a five‑adviser team. The firm’s investment approach blends long‑term, actively managed allocations with regular screening of fund managers and sector over/underweighting; accounts are generally assigned target allocations and monitored for performance and rebalanced as needed. For retirement plans and participants, Gasaway builds and monitors model portfolios, implements glide‑path default allocations by age, and can provide 3(21) or 3(38) fiduciary services depending on a plan’s selection. What distinguishes Gasaway from many peers is its integrated retirement plan TPA/recordkeeping capability offered both bundled to its own clients and as bundled or unbundled services to outside advisors, including participant education and enrollment meetings. The firm is also dual‑registered as an insurance agency—advisers who are licensed insurance agents may offer life, long‑term care, and health insurance and receive customary commissions (the brochure discloses this potential conflict), and the firm’s fee schedule includes subscription and consulting fee options in addition to asset‑based fees.
To learn more about the advisors currently working at Gasaway Investment Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Kalamazoo, MI
| 13
| |
Kalamazoo, MI
| 20
| |
Kalamazoo, MI
| 6
| |
Kalamazoo, MI
| 4
|
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