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 corporate clients. The firm provides discretionary investment management, financial planning, and third‑party administration and recordkeeping services for qualified retirement plans through its Alliance Retirement Plan Solutions DBA. The firm’s investment approach emphasizes active, long‑term strategies: it screens and monitors mutual funds and ETFs, adjusts sector and asset‑class weightings, and replaces managers or funds when they no longer meet its criteria. For retirement plans Gasaway builds and oversees model portfolios, provides 3(21) or 3(38) fiduciary services when engaged, and implements glide‑path default allocations and rebalancing for plan participants. Distinctive features include operating as a licensed insurance agency whose representatives may recommend insurance products and receive customary commissions, a conflict the firm discloses and manages. Gasaway also offers bundled and unbundled TPA/recordkeeping solutions through Alliance, conducts employee enrollment and update meetings and participant education, provides subscription planning options and periodic client reporting — services that are less common among peer firms of similar size.
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
| 5
| |
Kalamazoo, MI
| 3
|
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