A complete list of active advisors currently associated with T.I.P.S. 4 Reps
Warmer can help you find a great advisor at T.I.P.S. 4 Reps or one who fits your needs even better.
Integrated Retirement Investment Solutions, LLC, doing business as T.I.P.S. 4 Reps, provides retirement plan advisory, investment management and non-securities consulting and professional succession planning to individuals, high-net-worth clients, businesses and company retirement plans. The firm offers plan-level services such as 401(k) platform and vendor reviews, pooled pension and non‑qualified plan oversight, as well as portfolio management and participant allocation recommendations on an individualized basis. The firm’s investment work relies heavily on identifying, recommending and monitoring unaffiliated Independent Managers and model allocations, with a notable emphasis on non‑discretionary engagements and advice rather than routine discretionary trading. IRIS conducts initial and ongoing due diligence on recommended managers, may facilitate participant‑level allocation guidance on request, and provides periodic reviews to align manager performance with client objectives. Distinctive features disclosed in the brochure include a small advisor team supporting a limited client base while reporting substantially more assets under advisement than assets under management, and an unusually high share of non‑discretionary AUM and advisory relationships. The firm also discloses referral and revenue‑sharing arrangements with Independent Managers and Professional Partners, insurance agency activity, and affiliations with non‑investment entities (including donor facilitation and business/tax planning ventures), which the brochure identifies as material conflicts of interest that are disclosed to clients.
To learn more about the advisors currently working at T.I.P.S. 4 Reps, 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 |
|---|---|---|
Avon, OH
| 25
|
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