A complete list of active advisors currently associated with Ultimate Retirement Products, Inc.
Warmer can help you find a great advisor at Ultimate Retirement Products, Inc. or one who fits your needs even better.
Ultimate Retirement Products, Inc. provides discretionary investment management to individual investors and to retirement plan sponsors, including 401(k)s, 403(b)s, pension and profit‑sharing plans, and also manages investment options within annuity and life insurance products. The firm manages about $58 million across a compact client base of under 50 relationships and uses custodian reporting and periodic performance statements for oversight. The firm builds portfolios around client goals, time horizons and risk tolerance, generally with full discretionary trading authority and the option to engage third‑party sub‑advisors to implement model strategies; annuity and life‑product accounts are monitored on an ongoing basis. For employer-sponsored plans URP offers both limited 3(21) advisory support and full 3(38) investment manager services, including assistance with investment policy statements, monitoring of plan options, and participant education as agreed with plan sponsors. Notable differences from many independent peers include the firm’s ties to broker‑dealer and insurance activities: the firm is licensed to sell insurance and the principal conducts registered representative and insurance agent business, and the adviser discloses receiving external compensation for sales of securities and insurance. It is also uncommon among similar firms to both serve pension/profit‑sharing clients and to maintain an affiliated financial analysis service that may be recommended to clients, and these relationships are disclosed as potential conflicts and managed through policies and client disclosures.
To learn more about the advisors currently working at Ultimate Retirement Products, 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.
Name |
Location |
Years of experience |
|---|---|---|
Williamsburg, VA
| 35
|
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