These qualities add up to The Fiduciary Factor™.
Do you need a fiduciary? As fiduciaries, we are legally required to provide objective financial counsel that is in the best interests of our clients, not ourselves.
Since 1995 Broad Street Capital Advisors has set the standard for investment and fiduciary counsel in the Southeast. We build and supervise fiduciary-quality investment programs for businesses, institutions, and affluent families throughout the United States.
We are not aware of any other organization that offers our combination or depth of investment knowledge. Our freedom from the conflicts of interest that dominate the investment industry allows us to thrive in an environment of objectivity and accountability.
Please take time to look around our website, learn about our principles and people, and contact us if we can ever be of service as an advisor, resource, or partner as you plan your future.
CORPORATE RETIREMENT PLAN
Case Study
When a company has nearly $80 million in plan assets and 6,000 employees, properly managing a retirement plan isn't easy. To assist them with meeting all the requirements of a prudent fiduciary, this sizeable organization hired Broad Street Capital Advisors' Retirement Plan Division..
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Broad Street Capital Advisors Earns AIF® Designations
Broad Street principals Richard Patrick Sheridan and James H. Bozman and Ed Hill, director of retirement plan consulting, recently earned the prestigious Accredited Investment Fiduciary AIF® designation. The Broad Street Group join an elite faction of financial professionals who have been certified as having a "comprehensive understanding of fiduciary standards of excellence, asset allocation, preparation of investment policy, manager search and due diligence, performance measurement and other related subjects."