Overview
Sheridan Road is a leading investment consulting and retirement advisory firm focused on developing customized strategies designed to fit the needs of our corporate, not-for-profit, and individual clients. The firm provides three core services: retirement services, wealth management, and executive benefits.
•Customized Strategies: We have the freedom to work with any “provider,” platform, mutual fund family, TPA or record keeper as we develop your retirement plan strategy.
•Experienced Retirement Team: With an average of more than 20 years experience and deep knowledge in each market segment, our team will create
a retirement plan tailored to your unique needs.
•Independence: We do not underwrite securities or act as a lender, enabling us to avoid potential conflicts of interest.
•Strategic Alliances: Strong relationships with many leading service providers, law firms, accountants and other intermediaries, offer you greater depth of service.
•Personal Service: Our service model is based on providing clients with high touch, proactive experts in areas such as plan design and investment services.
•Objective Advice: We provide unbiased, objective advice and act solely on behalf of your best interests.
•Fiduciary Responsibility: As an investment advisor representative, we act as an investment fiduciary.
