Overland Park, Kansas-based Resources Investment Advisors has just announced two major affiliations.
The firm, which describes itself as “a collaboration of investment advisers sharing resources to the benefit of investors,” has announced that White Plains, NY-based StoneStreet Equity is now officially a Resources partner, and that Strategic Retirement Group, Inc., also based in White Plains, with an additional location in Harrisburg, PA, became an affiliated firm on Nov. 2, 2018.
StoneStreet Principal Robert Goldstein has owned and managed businesses providing investment and retirement planning services for more than 30 years. StoneStreet Equity currently oversees more than $2 billion in assets.
Strategic Retirement Group is a leading institutional consulting and investment advisory firm, overseeing $8 billion in retirement plan assets. President David Hinderstein leads a team of consultants and on-site participant education and communication executives.
Eight retirement plan focused advisory firms have aligned with Resources within the last 12 months.
Founded in 1987, Resources investment Advisors is an SEC-registered investment advisory firm and a group of financial advisers sharing resources. Partner firms around the country are independently managed and connected through shared ideas, tools and talent. Resources has approximately $39 billion in retirement plan assets and wealth management assets under management and services almost 2,100 retirement plans that cover approximately 500,000 employees.