Investment Advisors

Advisor Concierge

Respectful customer service on your time. 

We understand that you are busy and time is money.  Our concierge service leverages your down time to provide more value to your clients.

Quarterly Service Plan

Expect to connect with us quarterly for a thorough check up for your block of business.

Your clients will have an annual plan review meeting with us to make sure the retirement plan is meeting their expectations.

Effective Options

Fee based and non-fee based options for compensation. 

3(38) Investment services to mitigate your fiduciary responsibility.

Bundled and unbundled solutions for your clients.

Need to talk to us?

Click the link below. Select Advisor Concierge.  Select contact under Select Staff.  Select a day and time that works for you. Please note that times are displayed in Central Time.  

Click here to book your appointment

Service Expecations

  • Quarterly call to review your retirement plan(s).
  • Assigned contact at Billings.
  • Signature ready documents.
  • Voicemails and Emails: returned within 8 business hours.
  • To do requests: Realistic requests will be met with clear due dates presented.
  • Feedback: Problems and ideas are greatly encouraged for continuous improvement. 
  • Out of office policy: Out of office emails will be on while we are out.  Employees out greater than one day have an assigned a back up. 

Do you have feedback to share?

Services you provide

Proposal Presentation

Investment Contract Signing

Enrollment Meetings

Client Investments

Participant Education

Our Partners