We are a retirement plan consulting and individual wealth investment management firm focused on providing comprehensive and customized services to our clients throughout the United States. For our retirement plan clients, we serve as a 3(21) and/or a 3(38) fiduciary advisor as defined by ERISA.
Our mission as independent fiduciary advisors is to provide proactive guidance and institutional offerings to all of our clients regardless of their size.
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity.
DS Investment Advisors is a Registered Investment Advisor with the Securities and Exchange Commission. All Investment Advisor Representatives hold the Series 65 License.
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