The Retirement Plan
Revolution
starts here
Introducing a scalable new engine for Advisor Acquisition and Activation.
Elite 3(38)
Handcrafted Models
+ Investment Advice
Advisor Assist
Partner Program
As a Recordkeeper, RIA or TPA, does any of this sound familiar?
- Difficult to identify new advisor opportunities
- Plan advisor inefficiency slows your velocity of sales
- Lack of competitive differentiation - getting spreadsheeted
- Advisors losing plans due to poor participant services
- RIAs - don’t want to look inexperienced in front of your high net worth business owners
There is so much opportunity to go around in this retirement plan industry.
But there’s a big disconnect that limits opportunity.
No one to bridge the gap between you and the advisor, who speaks their language, knows their inner workings, and can guide them to real success.
Until now.
Show your 401(k) Advisors
the New Model for Success.
Introduce your advisor network to the Chairvolotti Advisor Assist platform that will unleash a new level of efficiency, productivity and wealth for the whole retirement plan industry.
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 scalable engine for advisor acquisition, activation and efficient management
Fee: From 0.05% (5 bps) to 0.25% (25 bps)
Show your 401(k) Advisors
the New Model for Success.
Introduce your advisor network to the Chairvolotti Advisor Assist platform that will unleash a new level of efficiency, productivity and wealth for the whole retirement plan industry.
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 scalable engine for advisor acquisition, activation and efficient management
Fee: From 0.05% (5 bps) to 0.25% (25 bps)
When Advisors do better,
you do better.
Real Returns for Participants. More Assets for Advisors.
Chairvolotti Elite 3(38) and Handcrafted Investment models bring real private wealth investment management to 401(k) participants.
Get plans to market faster.
Chairvolotti Advisor Assist makes advisors more efficient, with advanced technology, streamlined processes and real, direct support.
Manage plans more efficiently.
Fund lineups are "clean" and professionally managed. Investment models are updated instantly. No fiduciary drag of waiting for committee approvals.
Grow your base of profitable plan advisors.
The knowledge and resources that Chairvolotti brings to your plan advisors helps them identify more opportunities, sell more plans, and retain more plans.
"This is about doing the right thing for participants. The beauty is that it creates more wealth for the whole retirement plan industry.”
— Ed Chairvolotti
Founder & CEO
Chairvolotti Financial
By Advisors. For Advisors.
Chairvolotti Financial mastered the model of successful Retirement Plan to Wealth for advisors. Now, we partner with TPAs and record keepers to build a repeatable, scalable model for recruiting and activating new advisors.
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- An experienced business-building partner for Advisors to lean on, who speaks their language
- A single point of contact providing unmatched access, service and support
- Industry-best technology and tools to fill their internal gaps and free them to build their business
- All for about the same price as institutional 3(38)s that merely create plain vanilla lineups