DS Investment Advisors' Services
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Retirement Plan Consulting
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Individual Wealth Investment Management
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For our retirement plan clients, we serve as a 3(21) and/or a 3(38) fiduciary advisor as defined by ERISA
Retirement Plan Consulting
Individual Wealth Investment Management
For our retirement plan clients, we serve as a 3(21) and/or a 3(38) fiduciary advisor as defined by ERISA
We offer yearly one-on-one plan reviews, conducted either via Zoom or in-person, for each participating employee from your company. Employees benefit from personalized guidance, ensuring a clear understanding of their financial goals, optimizing investment strategies, and promoting long-term financial security.
We provide institutional offerings to all clients, regardless of company size, with best-in-class fees and services.
Working with us benefits the MB&WWA. When you utilize their top-notch services, you contribute to the success of the entire organization, ensuring the MB&WWA remains a dynamic and influential force dedicated to advancing the interests of beer and wine wholesalers in Michigan.
Vice President, Main Beverage Company
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