Resources Investment Advisors Expands into New York
Robert Goldstein and StoneStreet Eguity are now 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 StoneStreet Equity became an affiliated firm on October 1, 2018. Based in White Plains, StoneStreet Equity is the first Resources’ partner firm headquartered in New York.
StoneStreet provides investment advisory services in the exclusive best interest of retirement plan fiduciaries, endowments, foundations, and individuals. With the management team being of father, son, and daughter, you could not get closer to family with StoneStreet Equity. Robert Goldstein has owned and managed businesses providing investment and retirement planning services for more than 30 years. Spencer Goldstein is the Chief Investment Officer and is a CFA charterholder (Chartered Financial Anaylst). Heidi Sidley has managed businesses providing domestic plan design, education, administration and actuarial services as well as global equity plan consulting. StoneStreet Equity primarily oversees 401k, Defined Benefit, & Non-Qualified Plans ranging in size from $5-500M in assets.
“We selected Resource Investment Advisors after a national search for an SEC registered investment adviser,” said Robert Goldstein, Principal, StoneStreet Equity, LLC. “Resource was selected because they share StoneStreet’s client first values while their analytical resources and operational expertise lead the field. Most importantly, the people at Resources and StoneStreet combine to provide clients with the best opportunity to succeed.”
“I have known Bob Goldstein for over 10 years. He is an elite advisor in the large plan market and we welcome him, Spencer and Heidi on board. We will help provide StoneStreet with the resources to expand their operational capabilities and client experience,” said Vince Morris, Resources’ President. “We are very excited to have StoneStreet Equity as a partner firm.”
Resources announces StoneStreet’s affiliation as well as another leading retirement plan focused firm, Strategic Retirement Group, to start off the new year.
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.