Handler Investment Consulting Group of Raymond James
Our Firm in the Press

The PLANADVISER Top 100 Advisers

Forbes Magazine
Helping Plan Participants Retire With Dignity

— Read the Article —
A specialty in serving institutional retirement plans

Our team has extensive experience in the design, implementation and coordination of all sizes and types of employer retirement plans. The clients we serve include 401(k), 403b, 457, nonqualified plans, defined benefit plans, nonprofits, educational facilities – private and public retirement plans, Taft-Hartley plans, municipalities, foundations and endowments.

We work with each client to develop disciplined asset allocation plans and Investment Policy Statements. We provide prudent investment recommendations and advice to the directors, board members, investment committees and participants of ERISA plans, endowments, foundations and other institutional investors.

We help institutions with:

  • Plan transition and integration
  • Development of Investment Policy Statement
  • Development, implementation and monitoring of investment program
  • Executive benefits
  • Vendor analysis
  • Employee education and communication
  • Ongoing monitoring with easy-to-read reporting

Contact our Office

9595 Wilshire Blvd. // Suite 300 // Beverly Hills, CA 90212 // T 310.285.4503 // TF 844.234.4015 // F 310.285.4545 // Map and Directions  

The PLANADVISER Top 100 Advisers is an annual listing of the retirement plan advisers and adviser teams that stand out in the industry in terms of a series of quantitative measures such as qualified plan assets under advisement (AUA) as well as the number of plans under advisement. We also call attention to those who have more than 20% of their practice focused on 403(b) plans, 457 plans, defined benefit (DB) plans or nonqualified plans.

Individuals had to have 65 or more plans or at least $500 million in AUA; teams needed to advise at least $1.5 billion in assets or a minimum of 125 plans; and multi-office teams needed to oversee $2.5 billion in plan assets or 200 or more plans.

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