Retirement System Investors Inc is a large advisory firm based in White Plains. It manages $417.89 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut, Maryland, Massachusetts, and 5 other states.
Retirement System Investors provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Retirement System Investors Inc is $417.89 million. The firm's AUM has gone down by -60% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Retirement System Investors Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
James Patrick Coughlin has been acting as President since 1 Dec 1989. Pentegra Services Inc joined the executive team most recently as the Parent.
The principal office where Retirement System Investors Inc performs its advisory services is located at 108 Corporate Park Drive, White Plains, NY 10604, which is also the mailing address of the firm. An additional office of the firm is in Rahway, NJ. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 914-821-9569 or by fax 914-694-9384. The normal business hours are 9 am - 5pm on Monday - Friday.