Welcome
Small- and medium-sized companies face many challenges running their businesses - worrying about their retirement plan shouldn't be one of them.
Palatine Advisors are experts in helping companies like yours design a retirement that is just right for your organization. We tailor a plan to align with your goals, cost constraints, and employee demographics. Our mission is to provide you excellent quality service and top-rated investment choices at some of the lowest costs in the industry.
We at Palatine launched our company to correct the shortcomings in the financial services industry and provide our clients the professionalism, level of service, quality of funds and prices they deserve.
Palatine adheres to the rigorous professional and ethical standards set forth by the CFA Institute. With this designation, our firm is best equipped to support you and your company in selecting funds, monitoring fund performance, and ensuring regulatory compliance.
Here are some of the benefits of choosing Palatine Advisors:
- Our firm is always upfront and fair in its pricing. There will be NO hidden costs and we offer our clients some of the lowest prices available. Also, our firm will accept no perks or compensation from any investment company, fund or vendor: we won't steer you toward any proprietary investments for our benefit. We disclose 100% of our sources of revenue. We will not compromise on our clients' interests.
- We are ERISA and fiduciary compliance experts. Our professionals will help ensure that you meet all regulatory requirements, alerting you to necessary reporting, guiding you through the reporting process, and informing you of any changes in the law or regulations that impact your plan.
- Our professionals with CFA designation can serve as a fiduciary for your company. We can select and monitor investments to ensure reasonableness of cost and adequacy of fund performance; monitor all of the Plan's service providers to ensure ERISA compliance; and maintain Plan documents to meet regulatory standards. Most insurance and mutual fund brokers can not offer this service.
- Palatine specializes in educating your employees and keeping you informed. Beyond facilitating enrollment meetings, we offer a wide range of vehicles to help your employees learn about retirement options and stay informed about their accounts. Individual investment counseling, investment workshops, and online tools are just some of the educational services we offer. In addition, we provide our Plan Sponsors easy access to information they need to manage and monitor the plan. We provide you fund performance reviews, employee saving goal statements, annual fee reviews, mutual fund fee rebates and all other critical information you need to ensure you are always up tp date and informed.
- Our firm provides all our clients, even the smallest businesses, access to our wide range of high quality low cost funds. We will work with you to blend a fund line-up that provides the diversity of funds and affordability that will best meet your needs and the different needs of your employees.
- Palatine partners with some of the most recognized and highest rates names in the retirement industry to bring you the best fund options and top quality service at extremely competitive prices. See our list of fund companies on our OUR PARTNERS page.
Our mission is to provide you the highest quality service and investment choices at some of the lowest costs in the industry.
Money you save from our lower fees and transaction costs can accumulate to tens of thousands of dollars that enrich your retirement and the retirement of your employees.
