In recent years, as a result of massive consolidation, the custodial market has become largely uniform, with only the slightest of variation between recordkeepers—the financial advice industry however, is anything but. This makes selection of an advisor a daunting task. In a sea of similar looking brochures, differences in advisor capabilities, fee structures, service models and even ethics can vary greatly.
North Pier's partners are ideally suited to serve as your trusted advocates for your advisor search (or due diligence). Both Jim Scheinberg and Brant Griffin are Accredited Investment Fiduciary Analysts, the only advanced designation that deals specifically with the analysis of advisor's practices. Further, both are some of the earliest affiliates of, and have been actively involved with, the Center for Due Diligence (CFDD)—the central and longest standing retirement plan advisor organization. In addition to regularly lecturing for advisors at CFDD conferences, Jim Scheinberg also sits on the organization's Steering Committee.
The scope of our advisor search service is highly customizable to meet our client's objectives and budget. North Pier can source potential advisors through our substantive network of industry connections or help clients navigate amongst your existing network of potential candidates (or a combination of the two).