Redhawk Wealth Advisors Partners With ExpertPlan
EAST WINDSOR, NJ, September 5, 2012 -- ExpertPlan, Inc., the leading provider of private label recordkeeping plan solutions, announced that it has been selected by Minneapolis based Redhawk Wealth Advisors, Inc., to provide recordkeeping and administrative services for the registered investment advisory firm's qualified retirement plan business.
Under the partnership, ExpertPlan will design and host a fully-branded, private label retirement suite of products and plan designs featuring Redhawk Wealth Advisors custom investment managed portfolios. The proprietary portfolios will be comprised of Exchange Traded Funds (ETFs), with clearing, settlement and custodial services provided by TD Ameritrade. This in turn, will equip Redhawk with a competitive and robust retirement plan offering.
"We are extremely proud to have been selected by Redhawk Wealth Advisors to provide them with the retirement plan tools, resources and support to help them capitalize on increasing their retirement business," noted Ross Brown, Senior Vice President, Sales and Relationship Management.
"We ultimately chose ExpertPlan due to their ability and willingness to help our clients of all shapes and sizes and because of their innovative private label design which will maximize our ability to market our product to the masses," said Adrienne Rivett, Manager Advisor Services at Redhawk.
ExpertPlan, Inc., headquartered outside of Princeton, New Jersey, is the premier provider of private label recordkeeping solutions to asset management firms, banks and trust departments, broker-dealers, CPAs, financial advisors, insurance firms, payroll providers, registered investment advisors and TPAs that serve 401k and other defined contribution plans. The firm's scalable recordkeeping solution can be customized to fully integrate with a client's business and distribution models. For more information about ExpertPlan, Inc., visit www.expertplan.com
About Redhawk Wealth Advisors
Redhawk Wealth Advisors, Inc., headquartered in Minneapolis, Minnesota, is a SEC-registered investment advisory firm with a focus on helping independent advisors provide the highest quality investment management services to their clients, both in the retail and retirement plan arenas. Our Wealth Advisor platform, coupled with the Research Update system, allows us to create and maintain suitable, diverse and tactically managed portfolios and communicate on a daily basis with all of our clients about what we are doing on their behalf. For more information about Redhawk Wealth Advisors, Inc., visit www.redhawkwa.com
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