A lot of work goes into managing a successful company-sponsored retirement plan. We put in the work. It’s what our advisors do exclusively and full time at Corporate Advisors Group. We are an independent consulting group offering services through Raymond James Financial Services, Inc. and Raymond James & Associates, Inc., founded by Chip Morton, Senior Qualified Plan Consultant and Kevin Mahoney, Senior Institutional Consultant.
As 3(38) fiduciaries, Raymond James takes on the responsibility of selecting, managing, monitoring and benchmarking the investment offerings of your plan*.
*As set forth in, and subject to, applicable agreements