Well, that is our full-time job. It’s all that we do.
With our years of experience and specialized expertise, we can leverage your time and negotiating power. Our work provides you with the depth and breadth of research that you need to make informed decisions.
Under ERISA, fiduciaries are expected to be expert in the matters at hand or work with someone who is.
Our only business is working with retirement plan sponsors as their co-fiduciary. Expert in our discipline, not a “jack of all trades”, we are deeply involved and provide you with the depth and breadth we know is needed.
It’s what allows us to serve our clients in a manner that is free from influence from investment management firms, mutual fund companies, broker-dealer or insurance companies.
We know that every organization and plan are unique.
Our clients are provided with the information, proprietary research and customized services that recognize their specific objective, needs and unique circumstances.
We love what we do. We pay meticulous attention to every detail because we know it makes a difference.
Since our founding in 2008, RBA has provided fiduciary and investment advice to over $2.0 billion of retirement plan assets. We didn’t grow because we hired salespeople or acquired other practices. RBA was built strictly through client referral.
We pride ourselves on close and long-lived relationships with our clients. We understand that we were hired to serve as their fiduciary partner; and to serve in an expert capacity.