Plante Moran Financial Advisors, LLC

Firm Profile

FIRM PROFILE
With more than $11.5 billion in assets under management*, Plante Moran Financial Advisors is one of the nation’s largest independent registered investment advisors (according to Financial Advisor), delivering independent and objective advice to corporate retirement plans, high net worth individuals, family business owners, and not-for-profit organizations. As a top three finalist for the National Association of Plan Advisors’ 2016 401(k) Leadership Award, our institutional investment consulting practice specializes in helping institutional clients meet their fiduciary obligations and help their plan participants achieve success in retirement.

For more information, visit institutionalinvesting.plantemoran.com.
* (Form ADV June 30, 2016)

KEY CONTACTS
Susan Shoemaker, (248) 223-3722,
Susan.Shoemaker@plantemoran.com
Dori Drayton, (616) 643-4030,
Dori.Drayton@plantemoran.com
WEBSITE wealth.plantemoran.com

PRIMARY MARKET(S) SERVED
Small – ($1 million – $10 million)
Mid – ($10 million – $100 million)
Large – ($100 million – $250 million)
Mega – (>$250 million)

OPTIONS AVAILABLE
• Other tools
• Benchmarking tools
• Participant advice/participant services
• CRM/data aggregation
• Allows fiduciary declaration 3(21)/3(38)
• Custom risk based/target date models
• 408(b)(2) – in-house or outsourced
• Plan design consulting
• Consulting on SMAs
• Plan sponsor fiduciary training
• Stable value analysis

3rd Party Clearing BD: N/A