Our Mission to You.

Provide clear and unbiased access to superior retirement plan investment performance through strict adherence to the fiduciary standards at a competitive price.

Our Staff created Fund Direct Advisors, Inc. because we saw a need going unmet in the corporate retirement plan industry. Fiduciary liability regulations are evolving and growing and our clients need a cost effective solution to stay on top of these changes. We can provide fiduciary liability protection of your corporate retirement plan investment monitoring process through mutual fiduciary exposure ensuring the alignment of our clients needs with our own. We have 2 ERISA attorneys on staff ensuring relevant and efficient compliance standards are not only being met but exceeded. Our team of Registered Investment Advisors have an average of over 18 years in the industry.

Designations include:
AIF; MBA; QPFC; JD; CPA; CRPS; CLU; CMFC; SERIES 7, 6, 63, 65;
ASPPA Members


SEC Document: Form ADV part II

Other Key links:
» ERISA - Department of Labor
» U.S. Securities Exchange Commission
» IRS
» The ESOP Association

Social Security Expectations Dim


Many Lack Confidence to Manage Retirement Savings


More Focus on Younger Employees


Misunderstanding Impedes Auto Feature Adoption


Copyright © 2011 Fund Direct Advisors | PO Box 20426 | Greensboro, NC 27401 | Phone: 888-339-5080