ProCourse Fiduciary Advisors

Firm Profile

We are an independent Registered Investment Advisor (RIA), registered with the Securities and Exchange Commission (SEC). We are 100% employee owned. Our team members have been providing retirement plan investment advisory and consulting services since 1998. We specialize in advising over 401(k), 403(b), and other institutional retirement plans.

KEY CONTACTS
Doug Prince, 317-708-4151, dprince@procourseadv.com
Ashley Cramer, 317-708-4158, acramer@procourseadv.com
General, 317-708-4150, contact@procourseadv.com

WEBSITE
www.procourseadv.com

PRIMARY MARKET(S) SERVED
Mid $10 million – $100 million

OPTIONS AVAILABLE
3rd Party Vendor Analysis Tool
3rd Party Investment Analysis Tool
Other Tools
Benchmarking Tools
Participant Advice/Participant Services CRM/Data Aggregation
Allows Fiduciary Declaration3(21)/3(38) Custom Risk based/target date models
408(b)(2) in-house or outsourced
Plan feature review/plan design consulting
Consulting on SMAs
Plan sponsor fiduciary training Stable value analysis
Minimum fee schedules

11 home office employees supporting the retirement business