Atlanta, GA E Point Street Office
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Investher Fiduciary Solutions, LLC
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About
InvestHER Fiduciary Solutions primarily serves employer‑sponsored retirement plans and other pooled or institutional assets, while also offering financial planning and implementation services for business owners, retirees, and plan participants. The firm provides fiduciary advisor services for ERISA plans, participant education and enrollment support, and access to portfolio management through a strategic partnership with StreamSong Advisors.
The firm works by providing fiduciary oversight, investment selection and monitoring, and periodic plan reviews, supported by third‑party research and asset allocation tools. For managed portfolios it relies on StreamSong for discretionary trading and proxy voting, and it supplements plan services with participant workshops and individualized financial planning advice.
Compared with many investment managers, InvestHER combines consulting and retirement fiduciary services with an in‑house licensed insurance agency that places insurance‑based products for commissions and implements client solutions. It also offers a range of billing arrangements beyond typical percentage‑of‑AUM fees — including hourly, flat, and retainer options — and emphasizes participant education and guaranteed investment products for certain services.
Based on Investher Fiduciary Solutions, LLC
Expertise
Based on Investher Fiduciary Solutions, LLC
Location
2905 E Point Street, #91589
Atlanta GA 30344
Advisors at this office
1
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