Chairvolotti Financial is headquartered in Winter Park, FL. We employ a prudent process for investment selection and performance analysis. This can be attributed to our internal process of constantly monitoring investments while keeping our clients informed as we navigate this ever changing environment.
The Employee Retirement Income Security Act (ERISA) of 1974 is federal legislation that regulates the establishment and management of corporate retirement plans. ERISA requires that retirement plan sponsors adhere to rigorous guidelines. Your obligations are known as the retirement plan sponsors “fiduciary responsibilities.”
Some key components to help measure the success of a retirement plan include participant outcomes and retirement readiness. This can be addressed through five key factors:
Risk Management/Fiduciary Support – supporting your responsibilities as plan sponsor
Cost/Fee Management – identifying reasonableness of plan fees
Assist with Plan Design – utilizing selected features that seek to enhance your retirement plan
Participant Education & Advice – changing participant behavior
Investment Expertise – access to institutional money management
As a Private Wealth Management Firm we work with individuals and their families, assisting them in establishing realistic goals and objectives for their future. The focus of our investment philosophy and strategy is a disciplined approach to rules based investing.
No Matter how big or small, every business should be able to offer its employees a retirement plan as a part of its benefit package. What type of plan is the right fit for your employees?
We can help you make this important decision.
Edward Chairvolotti holds FINRA Series 7, 24,63 and 66 licenses through LPL Financial and is certified by the Center for Fiduciary Excellence. He is approved by LPL Financial to act as your Retirement Plan 3(38) ERISA Fiduciary Investment Manager. Edward recieved a BSBA in Finance from the University of Central Florida and an MBA from Nova Southeastern University. He was recently named one of Financial Times Top Financial Advisers of 2016 and Plan Adviser’s 2017 Top 100 Retirement Plan Advisers.
Stephen Cheek holds FINRA Series 7 and 66 licenses through LPL Financial. He has a keen understanding of the oversight required of retirement plan sponsors to navigate the four distinct Fiduciary Functions required of them by ERISA, the DOL and IRS: Plan Administration and Reporting; Participant Enrollment and Education; Selection and Monitoring of Plan Investments; Oversight of Plan Service Providers. Stephen recieved a BS in Finance from the Pennsylvania State University.
Sue received her B.S. from the University of Central Florida.
Mandy received her B.A. from Flagler College.
We invest in our communities by partnering with local and national non-profits