THE DISTRIBUTORS: BROKER-DEALERS & RIAs
NAPA FIRM PARTNERS
COMMONWEALTH FINANCIAL NETWORK
CLEARVIEW ADVISORY
WALTHAM, MA • COMMONWEALTH.COM
ATLANTA, GA • CLEARVIEWADVISORY.COM
KEY CONTACTS
KEY CONTACTS
Greg Fiore • 404.477.0593 • gfiore clearvie advisory.com
Karen DiStasio • 1. 02. 5 1 • kdistasio common ealth.com T omas Crutc field • 1.52 . 50 tcrutchfield common ealth.com
FIRM PROFILE
Clearvie dvisory concentrates on all areas o the retirement landscape, allo ing clients to ocus on their core business. Our attention to detail and documented process improves the e ectiveness and e ficiency o employer sponsored savings plans, saving our clients time and money. Our goal is to help protect the plan sponsor hile improving the e perience at both the plan and participant levels. Our areas o e pertise include fiduciary processes and policies, investment management and analyses, cost management, and ma imi ing plan e ectiveness through plan design and targeted employee communications.
FIRM PROFILE
s the nation s largest privately held I independent broker dealer, Common ealth has the e pertise to help advisors succeed in all acets o their retirement plan practice. Our in house team o seasoned specialists provides dedicated, one on one consultation on everything rom marketing strategies and investment management methodologies to market intelligence and fiduciary rame ork. Convenient resources include engaging plan sponsor content, customi able participant educational collateral, and an a ordable fiduciary education and certification curriculum or advisors. Investment research support, 21 and fiduciary services and an open product plat orm round out the most progressive retirement plan service model in the industry.
PRIMARY MARKET(S) SERVED
Micro $1 million • mall $1 $10 million • Mid $10 $100 million arge $100 $250 million • Mega $250 million
PRIMARY MARKET(S) SERVED
OPTIONS AVAILABLE
Micro $1 million • mall $1 $10 million • Mid $10 $100 million arge $100 $250 million • Mega $250 million
• rd arty endor nalysis Tool • rd arty Investment nalysis Tool
OPTIONS AVAILABLE
• enchmarking Tools
• re erred rovider rogram
• articipant dvice articipant ervices
• etirement ales Desk epresentative
• C M Data ggregation
• usiness Development Consultants
• llo s iduciary Declaration 21
• ecruiter or etirement lan dvisors
• Custom isk ased Target Date Models • 40 b 2
In
• rd arty endor nalysis Tool
ouse or Outsourced
• rd arty Investment nalysis Tool
• lan Design Consulting
• Other Tools
• Consulting on M s
• enchmarking Tools
• lan ponsor iduciary Training
• articipant dvice articipant ervices
• table alue nalysis
• C M Data ggregation
• Minimum ee chedules
• llo s iduciary Declaration 21
HOME OFFICE EMPLOYEES SUPPORTING THE BUSINESS
• 40 b 2
3 PARTY CLEARING BD
• table alue nalysis
In
ouse or Outsourced
• lan Design Consulting
14
• Consulting on M s
RD
HOME OFFICE EMPLOYEES SUPPORTING THE BUSINESS
2
3RD PARTY CLEARING BD ational inancial
80 NAPA BLACK BOOK
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2018
12/4/18 8:32 AM