Presidium Retirement Advisers, Inc. - Presidium Retirement Advisers, Inc.
As one of the first fiduciary advisers in the world to earn independent certification from the Centre for Fiduciary Excellence, LLC, retirement plan sponsors can feel confident their accounts are in good hands with Presidium Retirement Advisers.
To complete the certification process, Presidium Retirement Advisers was required to demonstrate their objective interest in outcomes that benefit clients; provide a basis for a definable, defendable, and repeatable approach to investment management; and meet standards described in the handbook, “Prudent Practices for Investment Advisors.”
Additionally, Presidium Retirement Advisers and President Anne Comer certify that the firm receives compensation from client fees only and does not accept commissions for recommended products or services. From Presidium Retirement Advisers’ perspective, this outside certification and commitment to fee-only service provides a tangible expression of their client service and ethical foundation.
Based in greater Charlotte, North Carolina, Presidium Retirement Advisers partners with retirement plan sponsors to manage fiduciary risk, investment oversight, and other potential compliance issues. Their clients include the McGee Brothers, the nation’s largest masonry contractor, which was previously struggling with reduced employee investment returns. Presidium Retirement Advisers helped save the company and its employees money by discovering hidden fees in their 401(k) using Comer’s expertise as a forensic CPA.
Presidium Retirement Advisers also serves as a fiduciary adviser to Okuma America Corporation, a global leader in developing computer numeric controls and machining technology. Fee reduction and participant education drove the firm’s switch to Presidium Retirement Advisers.
For Greenville Hospital System in upstate South Carolina, Presidium Retirement Advisers’ fee reduction and fiduciary initiatives contributed to their move because they complement the hospital’s commitment to their plan participants.
Regardless of the client’s specific needs, objectives or challenges, Anne Comer and her Presidium Retirement Advisers associates ensure to the best of their abilities that a plan meets all regulatory guidelines and conforms to the highest standards of money management ethics.