Make
Retirement Plans
work like a dream
for your firm.
The Retirement Plan
Revolution starts here
Partner with Chairvolotti. Win RFPs. Wow plan sponsors. Improve outcomes. And grow your business.
Elite 3(38)
Handcrafted Models
+ Investment Advice
Advisor Assist
Partner Program
Retirement Plans
are not working
—for advisors,
businesses or
their people
For three decades we’ve witnessed the failure of Wall Street’s plan to deliver on the American Dream.
At Chairvolotti Financial, we’ve built the team to do something about it, partnering with other forward-thinking, mission-driven advisors who want to make a difference.
Retirement Plans are not working
—for advisors, businesses or their people
For three decades we’ve witnessed the failure of Wall Street’s plan to deliver on the American Dream.
At Chairvolotti Financial, we’ve built the team to do something about it, partnering with other forward-thinking, mission-driven advisors who want to make a difference.
As an Advisor doing retirement plans, does any of this sound familiar?
- You’re about to lose a plan and not sure why
- You’re losing rollovers to recordkeepers
- Your Retirement Plans are not growing revenue
- Lack of resources - no back-office support
- Lack of expertise to create a winning process
- No one to go to for help
Retirement plans can be a highly profitable and rewarding way to grow your firm. But the deck has been stacked against the private advisor.
Until now.
World-Class Retirement Plans.
Streamlined and Simplified.
Chairvolotti Advisor Assist provides everything an advisor needs to deliver World-Class Retirement Plans, without having to become an expert.
Elite 3(38)
Investment Fiduciary
CEFEX-Certified ERISA Investment Management & Fiduciary Services
Handcrafted Models
+ Investment Advice
Bringing Private Wealth Investment Strategy to Retirement Plans
Advisor Assist
Partner Program
Empowering Advisors to Deliver World-Class Plans
Custom lineups tailored from broad investment options and data-driven research
Participant-focused alternative to plain vanilla lineups from limited options
Liability protection beyond the Fiduciary Score
Fee: 0.05% (5 bps)
Custom, actively-managed, risk-based (not age-based!) asset allocation models
Quarterly advice to take advantage of trends and add valuable service to participants
Get participants in the right funds in a moving market with real potential to outperform
Fee: 0.20% (20 bps)
Advanced technology and expert guidance to win plans and manage them efficiently
Easy enrollment, education and content creation allowing advisors to focus on growth
A process-driven system to create a Rollover Machine and Retirement to Wealth Success
Fee: From 0.05% (5 bps) to 0.25% (25 bps)
World-Class Retirement Plans.
Streamlined and Simplified.
Chairvolotti Advisor Assist provides everything an advisor needs to deliver World-Class Retirement Plans, without having to become an expert.
Elite 3(38)
Investment Fiduciary
CEFEX-Certified ERISA Investment Management & Fiduciary Services
Custom lineups tailored from broad investment options and data-driven research
Participant-focused alternative to plain vanilla lineups from limited options
Liability protection beyond the Fiduciary Score
Fee: 0.05% (5 bps)
Handcrafted Models
+ Investment Advice
Bringing Private Wealth Investment Strategy to Retirement Plans
Custom, actively-managed, risk-based (not age-based!) asset allocation models
Quarterly advice to take advantage of trends and add valuable service to participants
Get participants in the right funds in a moving market with real potential to outperform
Fee: 0.20% (20 bps)
Advisor Assist
Partner Program
Empowering Advisors to Deliver World-Class Plans
Advanced technology and expert guidance to win plans and manage them efficiently
Easy enrollment, education and content creation allowing advisors to focus on growth
A process-driven system to create a Rollover Machine and Retirement to Wealth Success
Fee: From 0.05% (5 bps) to 0.25% (25 bps)
The Most Advisor-Friendly
401(k) Partner Solution
Block competition and win RFPs.
Have the right conversations with your clients.
Leverage the growing 401(k) market to grow your business.
Close that back door to losing rollovers.
Be the first to know when participants retire.
See participant accounts outside 401(k) to expand rollover opportunities.
Generate "Rollover Scores" to predict rolling assets into IRA vs. cashing out.
Create outcomes that make a difference.
3(38) discretionary investment managers are relatively easy to find, and mostly deliver plain vanilla lineups.
Advisor Assist's Custom, Risk-Based Allocation Models give your clients a chance to outperform and grow their 401(k).
Diversify and increase your revenue.
Keep doing what you do best - building your firm.
Leverage the CF Advisor Assist team and tools to help you with everything else to build and deliver world-class retirement plans.
"Who gets that rollover? You do! I’m living proof... a great 401(k) business leads to a great private wealth business.”
— Ed Chairvolotti
Founder & CEO
Chairvolotti Financial
By Advisors. For Advisors.
Chairvolotti cracked the code of Retirement Plan to Wealth. We showed how easy and rewarding it can be to deliver better outcomes for participants. Now we help ambitious advisors like you do it, too.-
- An experienced business-building partner to lean on, who speaks your language
-
- A single point of contact providing unmatched access, service and support
-
- Industry-best technology and tools to fill your internal gaps and free you to build your business
-
- All for about the same price as institutional 3(38)s that merely create plain vanilla lineups