Anne Comer has served as president of Presidium Retirement Advisers, Inc., since September 2005. The investment advisory firm, located in Charlotte, North Carolina, provides clients with dependable, objective, and independent advice regarding investments.
The team at Presidium Retirement Advisers specializes in designing customized, comprehensive solutions pertaining to retirement plans, including 401(k)s. The fee-only company addresses each aspect of the process and provides unbiased advice to every client.
Presidium Retirement Advisers bases its investment philosophies on sound principles, including the ideas that global diversification reduces risk while enhancing returns, past performance has a small predictive value, and there is a relationship between risk and return. Presidium Retirement Advisers also believes that by decreasing expenses, one can increase returns on investment.
Presidium Retirement Advisers knows that the single largest expense for most 401(k) plan sponsors is employer contributions. The firm’s fiduciary advisers leverage their extensive knowledge in plan design to ensure that the plan sponsor's tax objectives and compensation incentives can be achieved.
Presidium Retirement Advisers oversees the entire process of selection, being careful to match the needs of clients with the correct vendors. By evaluating the goals and objectives for a specific plan, Presidium Retirement Advisers can more efficiently develop a proposal request.
Oversight of the selection process is a key component for Presidium Retirement Advisers. Fiduciary advisers review each proposal and conduct in-depth interviews with potential vendors. Next, vendors’ references are checked and current clients are questioned about performance. Lastly, the team at Presidium Retirement Advisers completes a review of corporate filings, along with screenings for legal or compliance issues.
