A complete list of active advisors currently associated with Saffron Consulting Services LLC
Warmer can help you find a great advisor at Saffron Consulting Services LLC or one who fits your needs even better.
Saffron Consulting Services LLC provides investment advisory and retirement plan consulting primarily to pension plans, plan sponsors, and other institutional or corporate clients, and also serves business owners and affluent individuals. Services described in the brochure include plan design and implementation, fiduciary training, vendor negotiations, core fund selection, ongoing monitoring, and employee education programs. The firm’s investment process emphasizes written Investment Policy Statements, capital-market-based asset allocation, manager selection, and periodic rebalancing, and it generally implements client instructions on a non-discretionary basis. It also offers financial planning and education services, including hourly planning engagements and ongoing oversight of third‑party managers and custodial arrangements. Compared with many investment-manager peers, Saffron places a notable emphasis on retirement-plan and pension consulting and on working with pension or profit-sharing plan clients. The firm’s principal is a licensed insurance producer and the brochure discloses that the firm engages in insurance and fixed‑annuity sales and receives commissions from those activities, a business overlap the firm identifies as a potential conflict of interest.
To learn more about the advisors currently working at Saffron Consulting Services LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Chandler, AZ
| 10
|
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