A complete list of active advisors currently associated with Insight Total Stewardship
Warmer can help you find a great advisor at Insight Total Stewardship or one who fits your needs even better.
Insight Total Stewardship primarily serves qualified retirement plans, acting as an ERISA 3(38) investment manager with discretionary authority to select, monitor, and replace plan investment options for 401(k), 403(b), pension and profit-sharing plans. The firm also provides participant education and group enrollment meetings and may arrange for other plan providers to offer certain services consistent with the Department of Labor’s investment education guidance. ITS conducts fiduciary oversight by developing investment policy statements and using a mix of fundamental analysis, asset-allocation modeling (Modern Portfolio Theory), and some technical and cyclical analysis to evaluate pooled vehicles such as mutual funds and collective trust options. The firm considers cost, performance, risk characteristics and manager tenure when recommending plan investment lineups and performs periodic (typically quarterly) account reviews. Compared with peers, ITS is relatively small (about $2.9 million in discretionary AUM) and discloses a November 2021 Pennsylvania consent agreement and $10,000 administrative assessment related to fee-deduction/custody interpretations that the firm reports it remediated — a disclosure event that is uncommon among similar managers. The firm also reports affiliated insurance and real-estate activities, offers educational seminars/workshops, and sometimes serves charitable organizations and individual clients in addition to retirement plans, and it may recommend or select other registered advisors for clients, all of which are less common features for investment managers focused on pooled or institutional assets.
To learn more about the advisors currently working at Insight Total Stewardship, 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 |
|---|---|---|
Havertown, PA
| 0
|
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