A complete list of active advisors currently associated with Trustee Empowerment & Protection, Inc.

Warmer can help you find a great advisor at Trustee Empowerment & Protection, Inc. or one who fits your needs even better.

Trustee Empowerment & Protection, Inc. serves sponsors, trustees and fiduciaries of defined contribution retirement plans and has recently expanded to offer internet-based services to individual retail investors. The firm provides web-delivered referrals to a curated network of registered investment advisers and an Investment Choice Protective Review that evaluates and ranks mutual funds and ETFs using a decision-assistance application developed with Decision Technologies Corporation. TEPI’s methodology centers on its ProRRT decision‑assistance tool, which compares investment choices across asset classes rather than to a single benchmark and produces scores that inform selection and monitoring. Services are delivered non‑discretionarily through an interactive website where plan officials can run reviews themselves or be matched with TEPI‑approved RIAs/IARs who are licensed to use the same technology. Distinctive aspects include its operating model as an internet investment adviser and its corporate ties to a broader consulting group that includes an affiliated insurance services entity and business relationships with other advisers and third‑party professionals (such as attorneys and CPAs). The firm also discloses a currently contested regulatory matter involving senior leadership and has historically focused on institutional plan work rather than traditional portfolio management for individual or high‑net‑worth clients.

To learn more about the advisors currently working at Trustee Empowerment & Protection, 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.