As part of our five-star service commitment, ParenteBeard Wealth Management engages other professionals and organizations that can provide various support. These are vetted partners who adhere to our internal standards.
Some of our key best-in-class partners are:
Aspire’s focus is on providing the highest level of service with technology to ensure quality, accurate management of retirement plans. With their SAS 70 Level II and CEFEX certification, they apply and adhere to strict policies and procedures to ensure accurate and timely services.
Crawford Investment Counsel is an Atlanta-based investment firm focused on the management of significant investment portfolios for both institutional and private investors throughout the U.S. They have been an SEC registered investment advisor since inception in 1980. Their firm is organized along three separate areas of expertise including Equity Research, Fixed Income Research, and Diversified Portfolio Groups.
Fidelity Investments is an international provider of financial services and investment resources that help individuals, institutions and qualified retirement plan sponsors meet their financial objectives.
Stone Ridge is an asset management firm based in New York with additional associates in Beijing, Boston, Chicago, San Francisco, and Tokyo. Their investor solutions build on decades of experience in academia, capital markets and alternative asset management. Their focus is to deliver valuable, diversifying streams of returns sourced solely from alternative risk exposures. ParenteBeard Wealth Management is one of a select group of Registered Investment Advisors working with Stone Ridge.
Unified Trust Company, N.A., is a nationally chartered trust company working with qualified retirement plan sponsors to assist with their fiduciary responsibilities. Unified Trust is one of only a few service providers that will assume the role of discretionary trustee on qualified retirement plans.