Aggregators, Broker-Dealers & RIAs
NAPAFIRMPARTNERS
Overland Park, KS • onedigital.com
Buffalo, NY • nottinghamadvisors.com
Nottingham Advisors
OneDigital
Key Contact(s)
Key Contact(s)
Timothy D. Calkins 716.633.3800 • Timothy.Calkins@NottinghamAdvisors.com Michael Skrzypczyk 716.633.3800 • Michael.Skrzypczyk@NottinghamAdvisors.com Nicholas DiRienzo 716.633.3800 • Nicholas.DiRienzo@NottinghamAdvisors.com
Vince Morris 913.647.3968 • vmorris@onedigital.com Adam Bruckman abruckman@onedigital.com Mike Sullivan msullivan@onedigital.com
Firm Profile
Firm Profile
Nottingham Advisors is an SEC-registered investment advisor headquartered in Buffalo, NY, with a second office in Palm Beach Gardens, Florida. The firm maintains a national presence with clients in more than 40 states and serves private clients, financial advisors, and institutional clients, offering various solutions. Nottingham also understands that investment management shouldn’t be “one size fits all.” Our firm tailors each solution to fit each client’s needs regardless of account type. We manage and advise accounts for individuals, pensions, profit-sharing plans, foundations, endowments, religious institutions, and not-for-profits.
OneDigital Investment Advisors is an SEC-registered investment advisory firm and wholly-owned subsidiary of OneDigital. Our team of fierce advocates helps businesses and individuals achieve their aspirations of health, success and financial security. Our insurance, financial services and HR platform provides personalized, tech-enabled solutions for a contemporary work-life experience. OneDigital’s teams enable employers and individuals to do their best work and live their best lives. More than 75,000 employers and millions of individuals rely on our teams for counsel and access to fully integrated worksite products and services and the retirement and wealth management advice provided.
Primary Market(s) Served
Primary Market(s) Served
Micro: <$1 million, Small: $1-$10 million, Mid: $10-$100 million, Large: $100-$250 million, Mega: >$250 million
Micro: <$1 million, Small: $1-$10 million, Mid: $10-$100 million, Large: $100-$250 million, Mega: >$250 million
Options Available
Options Available
• Retirement Sales Desk Representative
• Retirement Sales Desk Representative
• 3rd Party Vendor Analysis Tool
• Business Development Consultants
• Other Tools
• Recruiter for Retirement Plan Advisors
• Benchmarking Tools
• 3rd Party Vendor Analysis Tool
• Participant Advice/Participant Services
• Other Tools
• CRM/Data Aggregation
• Benchmarking Tools
• Internal Rollover Program
• Participant Advice/Participant Services
• Allows Fiduciary Declaration 3(21)/3(38)
• CRM/Data Aggregation
• Custom Risk Based/Target Date Models
• Internal Rollover Program
• 408(b) (2) - In-House or Outsourced
• Allows Fiduciary Declaration 3(21)/3(38)
• Plan Sponsor Fiduciary Training
• Custom Risk Based/Target Date Models
• Stable Value Analysis
• 408(b) (2) - In-House or Outsourced
• Minimum Fee Schedules
• Plan Sponsor Fiduciary Training
Home Office Employees Supporting the Business 15
• Stable Value Analysis • Minimum Fee Schedules
Home Office Employees Supporting the Business
100
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