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Who we are
Our Vision
Our vision is to enhance the relationship between employer and employee and drive better outcomes through innovation in workplace retirement plans.
Our Expertise
We bring a wealth of experience, having been spent over a decade between asset managers and broker dealers. With a variety of focuses and roles including sales, strategic partnerships, and product strategy & development.
Our Approach
We believe partnerships need to be mutually beneficial and look to bring together multiple stakeholders to collectively achieve our goals. We do this through innovative thought leadership, consulting engagements with RIAs/BDs, product feedback and outsourced distribution to fintechs and asset managers. By working with stakeholders across the spectrum we are able to better understand client needs and match them with solutions that best meet those needs.
Our Team
Josh Anderson, CFA
Josh is an accomplished and forward-thinking financial professional with over a decade of experience between asset management, broker dealers, and fintech. He has a proven track record as a strategic thinker and innovator, having built fiduciary programs at a national broker dealer then leading strategy and distribution for innovation an
Josh is an accomplished and forward-thinking financial professional with over a decade of experience between asset management, broker dealers, and fintech. He has a proven track record as a strategic thinker and innovator, having built fiduciary programs at a national broker dealer then leading strategy and distribution for innovation and fintech initiatives at a global asset manager. Josh has deep relationships across all stakeholders of the retirement plan industry.