Personal Advice for You
Someone You Can Talk To
Artificial intelligence is great, but sometimes you need a real human being to talk to. That’s why we’re firm believers that every participant should have access to a professional investment adviser who can talk with them about their strategy and provide personalized advice.
Chances are, you’re not an investment expert. So, we keep it easy for you by offering professionally-designed and managed model portfolios that takes the guess-work out of investing.
Learn more about our model portfolios.
- Aggressive Growth
- Moderate Growth
- Balanced Income
- Global Equity
- Fixed Income
We use the lowest-cost share class Vanugard and Dimensional Fund Advisors (DFA) index-style mutual funds available to your plan so that you can keep more of your investment returns and have the best opportunity for retirement success.
Independent from the Start
ERISA Advisers is an independent Registered Investment Adviser (RIA) and always has been, which means the advice we offer is unbiased and our fees are transparent.
We’re proud to say that we do not accept commissions and that our recommendations are solely for your benefit.
For Retirement Plan Trustees and Sponsors
Selecting which investments to make available within your company’s retirement plan can seem like an overwhelming challenge when there are so many options to choose from, but that’s where ERISA Advisers can help. We analyze your workforce demographics to assemble a broadly diversified investment menu that will meet the needs of your workforce.
ERISA Advisers is an independent Registered Investment Adviser (RIA), which means the advice we offer is unbiased and our fees are transparent.
And we stand by our investment recommendations by signing on as a 3(38) fiduciary.
Ready to get started?
7003 Chadwick Drive, Suite 210
Brentwood, TN 37027
P.O. Box 22968
Nashville, TN 37202
Toll Free: 1-800-858-6989
Copyright © ERISA Consultants. All rights reserved.
ERISA Corporation, ERISA Partners, Inc., ERISA Advisers, Inc., ERISA Technologies, Inc. are separate but affiliated companies. ERISA Corporation dba ERISA Consultants. Third-party administration and recordkeeping provided by ERISA Partners, Inc. Fiduciary and investment management services provided by ERISA Advisers, Inc., a state-registered investment adviser in Tennessee. flexComp software licensed through ERISA Technologies, Inc.
Investments: Not FDIC Insured • No Bank Guarantee • May Lose Value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and ERISA Adviser's charges and expenses. ERISA Adviser's internet-based services are designed to assist clients in achieving discrete financial goals. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client's financial situation and do not incorporate specific investments that clients hold elsewhere. For more details, see our Form ADV Part 2 and other disclosures. Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where ERISA Advisers is not registered. Market Data by Morningstar.