Gary E. Shuford II, AIF®, CRSP – Retirement Services Advisor for Elliott Davis Investment Advisors 
As a retirement plan sponsor, you are challenged with helping your employees plan and meet their retirement goals. Whether a corporate retirement plan, foundation or endowment, you are faced with unique fiduciary requirements and must meet the financial objectives of your underlying organization. Elliott Davis Investment Advisors provides objective, unbiased investment consulting with proper asset modeling and control of both risk and costs associated with your investments.
Our experienced team has a long history of providing qualified retirement plan and fiduciary consulting. We offer a depth of services to meet your customized needs.
Fiduciary Review
- Due diligence
- Investment reviews
- 404(c) requirements
- Provider fee disclosures and evaluations
- Investment Policy Statement implementation and compliance
“Right Path” Planning
- One-on-one financial reviews
- Determination of goals and risk tolerance
- Design of personalized investment program
Education Services
- Retirement plan features and planning concepts
- Diversification and asset allocation strategies
Gary provides retirement plan consulting to clients across a wide-range of industries. He assists his clients by developing investment policy guidelines, providing fund research and conducting performance reviews to ensure compliance with fiduciary standards. With more than 10 years of experience, Gary formerly worked for one of the nation’s largest financial institutions in its corporate retirement services division where he managed 401(k)/profit sharing plans as well as defined benefit plans. Visit http://www.ediadvisors.com/services/retirement-plan-consulting/.
Email: gshuford@ediadvisors.com
Phone: 704.808.5229