According to the 2018 Fidelity Outsourcing trends, 81% of the advisors who outsource experienced higher growth than firms who do not. Assets Under Management (AUM) also grew, allowing advisors to manage more assets, resulting in higher personal revenue. For those who focus on retirement plans and outsource their fiduciary responsibility, Granite Group is a 3(38) investment fiduciary. We not only provide an investment fund lineup, but we also create 5 allocation models from the fund lineup. The primary difference is that Granite Group creates an investment education site for each one of the plans, simplifying employee allocation. We save the employee almost 1% per annum and save the advisor liability, time and money to go out and get more clients.
Do you want to increase your business? Please call (203) 210-7814 to discover a better way.