Resources Investment Advisors Affiliates Leading Institutional Consulting Firm, Strategic Retirement Group
David Hinderstein and Strategic Retirement Group becomes a Resources Partner Firm.
Overland Park, KS – January 3, 2019 – Resources Investment Advisors (“Resources”), a collaboration of investment advisers sharing resources to the benefit of investors, is pleased to announce that Strategic Retirement Group, Inc. (“SRG”) became an affiliated firm on November 2, 2018. Based in White Plains, NY, SRG also brings an additional location in Harrisburg, PA.
SRG 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. David’s creative thinking and industry success have led him to receive many awards, leadership positions and speaking opportunities. However, the SRG team is most proud to have led two healthcare clients to the title of Plan Sponsor of the Year, and two other clients to earn designations as Best Employer in their respective states of New York and Pennsylvania.
”We know a lot of players in the retirement plan industry and looked at many of them. Resources is a firm led by people we can trust to help us take our business to the next level,” said Hinderstein. “We are excited about working with this group of successful advisors to lead the retirement industry into the future.”
Vince Morris, Founder and President of Resources, said “Our goal is to add value to all our partner firms. As we continue to bring on new affiliates, we not only improve our economies of scale but also increase our ability to share best practices and develop innovative products and processes to help our advisors grow their independent businesses. We are very thrilled to have David and the SRG team as a partner firm.”
This affiliation is announced by Resources with another leading retirement firm’s affiliation to follow in the coming days. Eight retirement plan focused advisory firms have aligned with Resources within the last 12 months and according to Morris, the pipeline for continued growth is very active.
About Resources Investment Advisors
Founded in 1987, Resources investment Advisors, LLC (Resources) is an SEC-registered investment advisory firm and a group of financial advisers sharing resources to the benefit of investors. Partner firms around the country are independently managed and connected through shared ideas, tools and talent. In 2017, Resources was named the Fastest Growing RIA in the country by WealthManagement.com. 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.
Securities offered through Triad Advisors, LLC (member FINRA/SIPC). Investment Advice offered through Resources Investment Advisors, LLC, an SEC-registered investment advisor. SRG and Resources Investment Advisors, LLC are separate entities from Triad Advisors, LLC.