At Church Street Advisors, our only goal is to help you enhance the performance of your retirement account or other investment account.
We do that by slashing unwanted management fees, sales charges, mortality expenses, and all the other hidden fees that the financial system typically layers onto your retirement savings. Using Fidelity, Vanguard, TIAA-Cref, and other low expense funds can mean hundreds of thousands of dollars in savings over a lifetime. That’s money that should be in your pocket, not your broker’s.
We also help you implement a proven investment strategy: the “Hot Hands” strategy, which places your investments in the experienced hands of the absolute top investment managers on Wall Street. After customizing that strategy to fit your individual needs, we help you make all the allocation decisions.
Then we handle all the paperwork for you, implementing your decisions for you at the investment company you have chosen. These strategies work with 401k, 403b, IRA accounts, and other retirement plans and discount brokers.