A complete list of active advisors currently associated with SAR Services, Inc.

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

SAR Services, Inc. provides investment advisory and retirement consulting services to a defined client base that includes ERISA-qualified retirement plans, employers offering SIMPLE and SEP arrangements, and individual retirement accounts. The firm manages plan-level portfolios and offers plan fiduciary or non-fiduciary services under discretionary authority as documented in client service agreements. The firm follows a disciplined, long-term, buy-and-hold approach that emphasizes asset allocation and diversification using low-cost institutional open-end mutual funds and, when necessary, other securities for diversification. SAR constructs and monitors 11 risk-based portfolios and applies specific selection metrics (product history, manager tenure, asset size, Sharpe ratio, alpha, peer performance and Morningstar ratings) to its ongoing fund evaluation. What is distinctive for this independent adviser is its explicit pension consulting focus and a prior Department of Labor inquiry that resulted in an out-of-court settlement in 2017 and subsequent internal policy changes, including closing a prior third-party administrative entity and moving to institutional funds without indirect compensation. The firm also requires clients to use specified recordkeepers/platform providers (declining clients who will not) and states it does not accept commissions, soft-dollar benefits, or performance-based fees.

To learn more about the advisors currently working at SAR Services, 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.