@guidancepointrs.com
We are an independent institutional investment advisory and retirement plan consulting firm.
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Description
Guidance Point RS is a trusted and independent institutional investment advisory and retirement plan consulting firm. As a 100% fee-for-service consulting firm, they prioritize serving their clients as fiduciaries in every relationship. With a focus on the institutional marketplace, particularly with retirement plans, Guidance Point RS offers conflict-free solutions and acts as a reliable partner for their clients.
Their range of services includes an introductory consultation to understand plan design, the design of a fiduciary governance process, review and improvement of vendor contracts, and investment monitoring and management to stay current. With over $1. 5 billion in client assets under advisement, Guidance Point RS offers expertise in pension consulting services and continuous supervisory or management services.
Clients have access to their experienced team of financial professionals, each specializing in different financial planning aspects. With over 89 years of collective investment experience, Guidance Point RS is committed to providing comprehensive and personalized solutions to their clients. Contact them today to benefit from their expertise and explore their services
Company Type
Privately Held
Company Size
2-10
Year Founded
2012
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