Why We're Different
Independent and objective
Our independent status means that we are not tied to any particular vendor or product, giving you access to a virtually limitless array of plan choices. With our fully transparent fee structure, you can rest easy in the knowledge that the advice we offer is objective, and aligned with the best interests of your firm and your plan participants.
All of this means that you can feel confident knowing that you have a partner whose primary focus is on helping ensure that your plan delivers the investment options, services, and overall value participants expect—leaving you free to concentrate on managing your business.
JoanAnn Natola and Alexandra Levi have earned the Accredited Investment Fiduciary® (AIF®) designation. This means you can feel confident that their approach is based on:
- A thorough understanding of legislative issues
- Best practices and the fiduciary role
- A commitment to standards of investment fiduciary excellence
The AIF® designation signifies a comprehensive knowledge of and ability to apply and adhere to fiduciary practices. It is widely acknowledged as a leading designation for investment fiduciaries for both individuals and retirement plans.