A complete list of active advisors currently associated with HR Investment Consultants, Inc.

Warmer can help you find a great advisor at HR Investment Consultants, Inc. or one who fits your needs even better.

HR Investment Consultants, Inc. provides retirement plan consulting to corporations, institutions and associations, with a focus on participant‑directed 401(k) and 403(b) programs. The firm delivers fiduciary and non‑fiduciary services for plan sponsors — including investment policy statement development, investment selection and monitoring, benchmarking and RFP support — and does not provide portfolio management for individual retail clients. The firm’s approach is non‑discretionary: it conducts periodic due diligence and multi‑factor quantitative and qualitative analysis of investment options, helps clients select qualified default investment alternatives, and prepares regular monitoring reports and committee materials. HR Investment Consultants does not custody assets or implement trades for plans; implementation and custodial arrangements are handled by the client’s chosen providers. Distinctive features include an emphasis on pension/retirement plan consulting rather than individual wealth management, a small solo practice serving a limited number of plan sponsors, and billing via hourly or fixed fees rather than percentage‑of‑AUM arrangements. The firm’s principal holds the CFA designation and operates a separate fee‑benchmarking business that informs its benchmarking and RFP services, and the firm states it does not accept third‑party revenue sharing or commission arrangements from product providers.

To learn more about the advisors currently working at HR Investment Consultants, 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.