Retirement Plan Advisors

EST. AUM
$3,540,242,913

CONTACTS
2

CLIENT ACCOUNTS
10,031

Firm Details

Metro area Chicago
CRD Number 122758
Website retirementplanadvisors.com
Client types

Overview

$6B RIA with $1.5B in discretionary assets out of Chicago with TJ Kistner overseeing investment decisions. In the traditional DC space, they will provide 1 active and 1 passive manager per style box (no mid cap) as an offering for participants to choose from. They will tend to error on the side of more diversified managers as they don't want to be liable for underperformance due to high tracking error. They also need to see at least 4 stars in Morningstar. Currently not doing anything within private markets, but will do liquid alts like public REITs and Infrastructure. They also have a growing model delivery platform that is provided by Cambridge Investment Research.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Retirement Plan Advisors

Platform Details

Investment Preferences

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