NAPA Firm Partners • Broker-Dealers & RIAs
Ameritas Investment Company, LLC
Ashford Investment Advisors
Lincoln, NE • www.ameritas.com
Daytona Beach, FL • ashfordinvestmentadvisors.com
Key Contact(s)
Key Contact(s)
Brandon Mann • 402.325.4185 • Brandon.Mann@ameritas.com
Kathleen Dulko • 386.523.9500 • kwdulko@outlook.com
Firm Profile
Firm Profile
We are a privately owned BD/RIA offering an array of products and services designed to protect what matters most. As of 9/30/20, we have $24.6 billion of assets under management and over 800 representatives. We are large enough to offer the technology and resources you need, yet small enough to deliver personal, friendly, professional, quality service.
Ashford Investment Advisors is an independent registered investment advisor dedicated to helping optimize employersponsored retirement plans. We are proud to offer our services as a full-scope 3(38) investment manager. Depend on our expertise to help minimize hidden fees and conflicts and maximize benefits for your employees. Request our complimentary plan review today at AshfordPlanReview.com.
We offer: • Proactive and reactive sales support • Approachable, relationship driven culture • Innovative business and information systems • Custodial relationships with Fidelity, Schwab, NFS, and TD Ameritrade • Complete investment research resources • Responsive compliance and due diligence • Competitive payouts
Primary Market(s) Served
Primary Market(s) Served
Options Available • Benchmarking Tools • Participant Advice/Participant Services • Allows Fiduciary Declaration 3(21)/3(38) • Plan Sponsor Fiduciary Training
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Home Office Employees Supporting the Business • Preferred Provider Program • Retirement Sales Desk Representative • Business Development Consultants • 3rd Party Vendor Analysis Tool • Other Tools • Benchmarking Tools • CRM/Data Aggregation • Allows Fiduciary Declaration 3(21)/3(38)
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NAPA BLACK BOOK 2020
Options Available
• Custom Risk Based/Target Date Models • 408(b) (2) – In-House or Outsourced • Stable Value Analysis
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