Fiduciary

Secure Your Financial Legacy

Meet with our fiduciary administrators in Kalamazoo, MI and surrounding areas

As a business owner, you might not have all the answers to your employee's questions about their retirement plans. Luckily, you don’t have to. Gasaway Investment Advisors acts as a fiduciary for your employee’s wealth management plans.

As ERISA section 3(38) investment managers, our goal is to help your employees make the right decisions for their future. We provide an independent and unbiased screening process to select, monitor and replace plan investments by creating a menu from thousands of investment options that use only highly rated investments in each category. We’ll design and monitor asset allocation models for participants to use if they wish. We can create plans that allow participants (or their third-party admins) to invest in individual stocks, bonds, or mutual funds of their choice. 

Connect with us today to learn more about our wealth management resources and services.

Comprehensive counseling for future success

One of the things that makes us stand out is our "one-stop-shop" approach. Our professional fiduciary is experienced in providing personalized service to both you and your participants. We have the answers you need when you need them.

Our retirement plan department provides full-service fiduciary administration for defined contribution retirement plans, tailoring them to best suit your company's needs. With us, you’ll get…

Investment advice and models 

We design and monitor asset allocation models for participants using the investments offered in the plan. Then, we continually monitor the allocations and provide advice based on allocation and risk, explain things, answer questions and make changes as we feel appropriate. 

Education 

We have a customized multi-media educational enrollment program for your newly eligible participants. We provide financial education to your employees. We teach seminars that will help you and your employees learn real-world techniques that lead to financial freedom. 

Financial planning 

We help employees determine their savings needs through a customized analysis. Our Retirement Savings Analysis is designed to put your participants in control of their financial future. They will work with our financial advisors to visualize their future and develop a plan that will help them reach their goals. 

We believe your dreams for the future are made possible with a financial plan that's as individual as you are. Meet with our fiduciary administrators today to discuss a personalized wealth management plan.