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QBOX Fiduciary Solutions

EST. AUM
$429,174,633

CONTACTS
1

CLIENT ACCOUNTS
346

Firm Details

Metro area South Bend
CRD Number 167622
Website qboxfs.com
Client types

Overview

QBOX Fiduciary Solutions, LLC, based in Fort Wayne, Indiana, is an independent Registered Investment Advisory firm specializing in fiduciary services for qualified retirement plans. QBOX uses an open architecture strategy, avoiding in-house or proprietary investment models. This allows them to research and recommend investments suited to each client's needs. They work with independent Registered Investment Advisors, broker dealers, institutional money managers, recordkeepers, third-party administrators, and custodians to ensure effective communication and processes, aiming to provide high-quality service.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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