Aggregators, Broker-Dealers & RIAs
NAPAFIRMPARTNERS
Irvine, CA • preceptadvisory.com
Carmel, IN • procourseadv.com
Precept Advisory Group
ProCourse Fiduciary Advisors
Key Contact(s)
Key Contact(s)
Linda K. Bright 949.679.2147 • lbright@preceptgroup.com Marisa Meshot 949.679.5044 • mmeshot@preceptgroup.com
Doug Prince 317.708.4151 • dprince@procourseadv.com Brea Dantin 317.708.4152 • bdantin@procourseadv.com
Firm Profile
Firm Profile
Precept Advisory Group is a Registered Investment Advisory firm solely focused on offering plan consulting and ERISA 3(21) & 3(38) investment fiduciary services to retirement plans. With over $5B in assets under advisement, our mission is to build customized, competitive, cost efficient & employee appreciated retirement plans that integrate with each company’s total compensation strategy. As nationally recognized retirement plan consulting experts, Precept Advisory Group provides independent and unbiased advice to fiduciaries and committees.
ProCourse, an MJ Company, specializes in advising over 401(k), 403(b), and other corporate retirement plans. As an independent RIA, we do not accept commissions or have conflicts of interest and take on fiduciary responsibility with every client. We bring a unique and distinctive method to total rewards consulting. By leveraging an integrated approach to data analytics, we provide insights and solutions to help your organization become more efficient, effective, and smarter. We aim to make a positive impact on people’s lives by encompassing overall well-being.
Our strengths include: fiduciary stewardship & education, risk mitigation, investment analysis & recommendations, optimal plan design execution, vendor management, plan benchmarking & compliance support & oversight.
Primary Market(s) Served
Primary Market(s) Served
Options Available
Micro: <$1 million, Small: $1-$10 million, Mid: $10-$100 million, Large: $100-$250 million, Mega: >$250 million
Small: $1-$10 million, Mid: $10-$100 million, Large: $100-$250 million, Mega: >$250 million
• 3rd Party Vendor Analysis Tool
Options Available
• Benchmarking Tools
• Other Tools
• Preferred Provider Program
• Participant Advice/Participant Services
• Retirement Sales Desk Representative
• CRM/Data Aggregation
• Business Development Consultants
• Allows Fiduciary Declaration 3(21)/3(38)
• 3rd Party Vendor Analysis Tool
• Custom Risk Based/Target Date Models
• Other Tools
• 408(b) (2) - In-House or Outsourced
• Benchmarking Tools
• Plan Sponsor Fiduciary Training
• Participant Advice/Participant Services
• Stable Value Analysis
• CRM/Data Aggregation
• Minimum Fee Schedules
• Allows Fiduciary Declaration 3(21)/3(38) • Plan Sponsor Fiduciary Training
Home Office Employees Supporting the Business 200
• Stable Value Analysis • Minimum Fee Schedules
Home Office Employees Supporting the Business 13
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