A complete list of active advisors currently associated with Strategic Retirement Partners, LLC
Warmer can help you find a great advisor at Strategic Retirement Partners, LLC or one who fits your needs even better.
Strategic Retirement Partners provides ongoing consulting to trustees and plan sponsors of qualified retirement plans (including 401(k) plans) and also offers fee-based, non-discretionary investment advice to individuals, trusts and IRAs. Services include plan design and compliance analysis, fiduciary guidance, participant education, investment option selection and periodic reporting on plan costs and performance. The firm’s investment work for plan clients centers on ERISA-aligned investment lineup construction and monitoring, while its individual-advice process applies a value-oriented, research-driven approach that uses private market value analysis, catalyst identification and occasional merger-arbitrage techniques. SRP typically delivers recommendations on a non-discretionary basis, assists clients in creating investment policy statements, and provides ongoing written monitoring rather than executing trades for plan or individual accounts. What is distinctive is SRP’s concentration on pension and profit-sharing plan consulting combined with an assets-under-management profile that is managed entirely on a non-discretionary basis—an arrangement that is less common among independent advisers. The firm also engages in solicitor/referral arrangements with third-party advisers (fee-sharing) and maintains an intensive fundamental research program for individually managed accounts, linking retirement-plan fiduciary work with security-level investment analysis.
To learn more about the advisors currently working at Strategic Retirement Partners, LLC, 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 |
|---|---|---|
Seattle, WA
| 30
|
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