Deals & People
EFA Hires Fellows to Focus on Northeast
ERISA Fiduciary Advisors, Inc., has hired a new manager to focus on sales and consulting in the northeastern United States.
Reported by Nevin E. Adams
ERISA Fiduciary Advisors is an independent, fee-based, investment advisory and retirement consulting firm “focused on corporate retirement plans providing unbiased investment advice, fiduciary risk management,and retirement plan consulting to the mid-size retirement plan market of $5 million to $250 million in assets under management,” according to the firm, which has offices in Florida and Massachusetts, as well as plans to expand into Ohio. .
According to the announcement, Fellows has made his career building the investment and retirement planning divisions of several well-known retirement industry firms, including Fidelity, First Mercantile Trust, Loomis-Sayles and Mercer.
ERISA Fiduciary Advisors, Inc. specializes in the implementation of a complete fiduciary management process with up to 27 identifiable practices, according to the firm. It offers two fiduciary adviser options that include an investment adviser agreement and a higher level, investment manager agreement designed to transfer investment risks away from the plan fiduciaries.