Why Stiles

Our Independent Retirement Plan Consulting Services help Plan Sponsors deliver the highest quality programs by providing services and oversight that can save time, control cost and reduce exposure to fiduciary liability. Our on-going services offer regular comprehensive plan reviews, investment advising services, plan design support, education, guidance and advice for plan participants & sponsors.

What Differentiates Our Consultative Approach

We:

  • Understand the Industry, the Vendors and the Regulations
  • Provide Expertise and Experience
  • Dig Into the Details to Confirm Accuracy
  • Are Comprehensive and Focused in Our Service Model
  • Delivery a Personalized and Custom Process
  • Emphasize Best Practices Presented in a Fiduciary Process
  • Negotiate
  • Benchmark and Measure Results

"More plan sponsors will employ independent third parties to assist with reviewing the investment performance and fees of investment managers and related service providers. There is an inherent conflict of interest when vendors report on proprietary funds or even nonproprietary funds where long-term business relationships and revenue agreements may influence the reports and recommendations."

Marcia S. Wagner, Esq. The Wagner Law Group, ERISA Specialist

 




Unless otherwise exempted by law, this website, our investment advisory and securities transactional services are only for residents of AZ, CA, CO, FL, IA, IL, MN, NC, NY, OR, TX, WA, and WI. Stiles Financial Services, Inc. is a Registered Investment Adviser. Advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Adviser. Securities offered through Cambridge Investment Research, Inc., Member FINRA & SIPC. Cambridge & Stiles Financial Services, Inc. are not affiliated.