Resource Strategies Inc

Resource Strategies, Inc. provides investment advisory and financial planning services to a mix of institutional and individual clients identified in the brochure, including corporate pension and profit‑sharing plans, foundations, endowments, trusts and small businesses. Services described include comprehensive financial planning, asset management implemented through third‑party money managers, and consulting related to retirement and qualified plan design.

The firm’s investment process emphasizes fundamental analysis and targeted asset allocation and typically implements portfolios via professional manager programs offered through SEI Trust Co. and Nationwide Advisory Solutions. RSI generally operates in a non‑discretionary advisory capacity—recommending allocations, monitoring accounts, coordinating rebalancing, and overseeing performance while third‑party managers commonly retain day‑to‑day trading discretion.

What is distinctive for this firm compared with many peers is its explicit pension‑plan consulting and its active role in the selection of other advisers: the brochure notes RSI will assist in identifying investment objectives, recommend money managers, and recommend hiring or firing managers and third‑party administrators for qualified plans. The firm also describes reliance on platform relationships (SEI, Nationwide, ValMark) to deliver pooled solutions and an approach to fee aggregation that excludes third‑party managed assets to avoid duplicate billing, which may be relevant for institutional plan sponsors evaluating implementation and fee arrangements.