SR
Steven R.
Managing Director at Andco Consulting
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Work Experience
Managing Director
May 2004 - Present · 20 years and 7 months
Company Details
51-200 Employees
AndCo Consulting delivers customized institutional consulting services to meet each client’s unique needs. We offer a full range of investment consulting services for all types of institutional plans including defined contribution, deferred compensation, defined benefit, non-qualified, OPEB, VEBA, operating reserves and endowment and foundations. AndCo was founded on the belief and conviction that only an independent institutional consulting firm can put their clients first in every situation. In a progressively challenging and dynamic world where investment advisors often act in their own best interests, AndCo stands out as truly objective and strives to be conflict free. Our goal is that our clients view us as an extension of their own team. We want to be the first call on all related matters to help guide and facilitate a prompt response or solution. The name AndCo is a reflection of our organization’s mantra that clients are first in every action and every decision, every day. We are CLIENTS AndCo. Without putting clients first, we are incomplete. Content is for informational purposes only and should not be regarded as investment advice. Links to 3rd parties do not represent an endorsement on behalf of AndCo. Links to unaffiliated 3rd party websites are provided solely for your convenience and AndCo exercises no control over these pages. Opinions expressed in these sites are those of the authors and not of AndCo. AndCo Consulting is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability.
Year Founded
2000
Social Media
LinkedinTwitter
Industry
Financial Services
HQ Location
500 W Morse Blvd Suite 200 Winter Park, Florida 32789, US
Keywords
Defined ContributioDefined BenefitEndowments & FoundationsInvestment ConsultingTaft-HartleyRetirement Plan DesigPublic FundsEducational InstitutionsHospitals and HealthcareInvestment Pools
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