Roadstead Capital

EST. AUM
$250,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Charleston, SC
CRD Number
Website roadstead.com
Client types

Overview

The firm takes an unbiased, independent approach to 401k consultation. It is privately held and is not owned by a bank or shareholders. They serve as 3(21) fiduciaries on the plan. Custom processes are vital to a well-run retirement plan, and their processes are tried and true no matter the plan size. Face-to-face education is their emphasis and where they believe the difference is made. They offer a single point of contact, with the solution starting and ending with Jeff and Josh. They are a hard-working, loyal, and energetic team that is constantly looking to provide innovative solutions to a company's benefits package.

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

Roadstead Capital

Platform Details

Investment Preferences

Alternative Activity

Address

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