our experienced, independent team

our experienced,
independent team

Experience
Our team averages 20 years in this business, and more than 90% have advanced degrees or industry certifications relevant to retirement plan consulting.

Industry recognition
We were named PLANSPONSOR magazine’s “Retirement Plan Adviser Team of the Year” in 2008 and inducted into the PLANSPONSOR Hall of Fame in March 2011.* We have a degree of expertise and insight that generalist advisors may not be able match.

Certifications
We are certified by Dalbar, Inc. to be qualified to assume the responsibility of an ERISA 3(21) Adviser. This certification grants StoneStreet, Equity the rights to use the designation of Dalbar Certified ERISA 3(21) Adviser and to disclose the accompanying credentials to the public and in particular to plan fiduciaries who are obligated to prudently select and monitor their advisers.

Resources and support
The financial advisors of StoneStreet Equity are powered by LPL Financial, one of the nation’s largest independent broker/dealers.** LPL Financial helps us serve you better, providing access to cutting edge resources in technology, client service and reporting and financial research.

Proprietary research
Through LPL Financial we access actionable, unbiased investment research that supports your organization’s goals. This exclusive research includes customized analysis in these core research disciplines:

  • Portfolio strategy: Determines an appropriate asset allocation for your organization, based on your investment objectives and the relationship between risk and return in the portfolios you oversee.
  • Manager strategy: Performs due diligence efforts on mutual funds, money managers and alternative investments.
  • Research analytics: Provides quantitative analysis, performance measurement, performance attribution and other research to make sure your investments are performing in line with expectations.
  • Investor strategy: Analyzes and reports on economic data, market events, political developments and policy decisions that may affect your investments.

* Award nominations are solicited from industry professionals and award winners are selected through a quantitative evaluation of their current service levels and based on feedback from their plan sponsor clients. For more information, please go to plansponsor.com.
** As reported by Financial Planning magazine, June 1996–2012, based on total revenue information.