In choosing Fiduciaryk to meet your retirement plan needs, you leverage the strengths and expertise of respected financial service organizations. The following companies are working together to provide Fiduciaryk:

Redhawk Wealth Advisors

Investment 3(38) fiduciary support

  • Over 50 years combined experience in asset management
  • Clients throughout the US
  • Selected as ERISA 3(38) manager by top investment institutions

July Business Services

Plan design, recordkeeping and administration

  • Founded in 1994
  • Over 45 industry certifications
  • Winner of 2014 DALBAR Seal of Excellence for participant technology innovation
  • Over 2,800 clients in all 50 states
  • Over $2.5 billion in plan assets

Matrix Trust Company

Plan custodial and optional trustee services

  • Experienced custodian
  • $36 billion in assets
  • 80,000 accounts
  • Seamless integration with JULY recordkeeping platform

Mid Atlantic Trust Company

Plan custodial and optional trustee services

  • Management team with over 25 years of experience
  • $35 billion in assets
  • 52,000 accounts
  • Optional directed trustee
  • Seamless integration with JULY recordkeeping platform

3D Asset Management

Investment management services

  • SEC registered investment advisory firm
  • Specializes in building and managing low-cost diversified strategic asset allocation portfolios

Beacon Capital Management

Investment Management Services

  • Beacon Capital Management is dedicated to fundamentally improving the science of investing for fee-based financial advisors and the clients they serve.
  • Beacon believes that in order to be successful at investing, it takes a combination of superior products and innovative strategies.
  • For retirement plans, Beacon offers sector-based models built around highly-regarded Vanguard products.

Beaumont Capital Management

Investment management services

  • Firm originally founded in 1981
  • Offers QDIAs and growth strategies designed to shield investors from large losses
  • $4.1 billion of total firm AUM as of 7/31/15

Dorsey Wright

Investment Management Services

  • Based in Richmond, Virginia and founded in 1987
  • Managed products and investment services provide turn-key access to Relative Strength strategies, driven by Dorsey Wright’s global technical research
  • Subsidiary of Nasdaq

Want to Learn More?

To learn more about the benefits and features of a Fiduciaryk retirement plan, please register or contact us for additional information.