Todd Kephart joined Retirement Income Solutions in August 2009. Prior to joining RIS, Todd worked at TIAA-CREF as a Senior Wealth Management Advisor.
In his capacity as Vice President and Portfolio Manager, he will provide the same services as he did with TIAA-CREF with the following differences:
- fewer clients means more time to help you with a broad range of financial issues
- account strategies are frequently monitored, rather than reviewed once per year
- proactive investment management, rather than buying and holding (hoping)
- disciplined strategies that enable RIS to attempt to grow assets at times and preserve assets at other times
- ability to help manage University retirement assets at TIAA-CREF and Fidelity as well as other assets held elsewhere
- access to a broader range of investment offerings
- make retirement income recommendations on all of your assets
- provide consolidated reports on all of your assets
- part of a locally owned and managed company that is fee based, large enough to provide professional advice and small enough to be very personalized
- Todd will always be your advisor, no transition to junior staff
