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

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Personal involvement at the highest level

As a trusted advisor to employer-sponsored retirement plans of all types and sizes, the Handler Investment Consulting Group of Raymond James (HICG) has been helping organizations with retirement plans for their employees for 25 years. HICG consults on retirement programs with combined assets in excess of $1 billion.

The clients we serve include corporations – 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 believe plan sponsors appreciate the exceptional service and fiduciary credentials Gary Handler brings to every client relationship.

The vital functions HICG performs include reviewing plans, assisting in the creation of an investment policy statement, reviewing investment options, evaluating third-party vendors, generating quarterly analytic reports that measure performance versus benchmarks, providing ERISA 3(21) fiduciary services (and may provide ERISA 3(38) fiduciary services in some cases), and helping with educational endeavors. We also make financial plans available to plan participants at no additional cost.

For professional, objective and highly qualified financial guidance, there is one group you can count on with confidence – the Handler Investment Consulting Group.

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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