ProCourse Fiduciary Advisors, LLC
The ProCourse team has been providing organizations with retirement plan investment advisory services since 1998. As an independent Registered Investment Advisor, our innovative advice is fee-only. We receive compensation for our consulting services solely from our institutional clients and no other sources. In 2013, ProCourse joined a group of only 70 firms in the United States to be awarded the CEFEX Certification for Investment Advisors. This certification demonstrates adherence to the industry’s best fiduciary practices. For more about this certification, visit www.CEFEX.org.
ProCourse is committed to helping make your organization’s retirement plan as effective as possible. Our primary objective is to support you by taking part in your role as a fiduciary of your company’s retirement plan. Our dedicated experts take the lead in protecting you as a retirement plan sponsor and helping your employees achieve better outcomes. With relatable communication and a passion for objectivity, we provide you and your employees with local support and nationally recognized expertise.
- Retirement plan design
- Investment advisory
- Fee and expense benchmarking
- Service provider searches
- Fiduciary management
- Committee governance
- Employee engagement
Ashley Cramer, Marketing & Communications Coordinator