Resource Investment Advisors, Inc.

Firm Profile

Resources Investment Advisors is a co-op of Independent Advisors sharing services that strive to make members more competitive by leveraging each other and more profitable through leveraging economies of scale. Our support team provides infrastructure and opportunity to advisors with the same mission. Our customizable services allow advisors to select the support level that best suits their business model and client base. Advisors can leverage our experience, marketing, and lead generation, customer support systems and technology to grow their practices.

KEY CONTACTS
Vincent Morris, (913) 338-5300

WEBSITE
www.ResourcesInvestmentAdvisors.com

PRIMARY MARKET(S) SERVED
Mega – (>$250 million)

OPTIONS AVAILABLE
• Preferred Provider Program
• 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
• Plan Sponsor Fiduciary Training
• Stable Value Analysis
• Minimum Fee Schedules

3rd Party Clearing BD: LPL Financial
45 Home Office Employees Supporting the Business