Individuals
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Aerie Capital Management is a state-registered investment advisory firm. We offer:
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Businesses
We offer small and mid-sized businesses access to a full suite of retirement plan products including:
As independent advisors, we do not sell products. We have access to numerous 401(k) providers which allow us to tailor a plan to suit the needs of your business and your employees with the lowest cost possible. In addition, we can sit down with your employees to help each one decide on an allocation of investment choices that is suited for him or her. We also work with you to make sure the choices in your 401(k) plan remain appropriate and that your choices meet or exceed regulators expectations.
- SEP IRAs
- SIMPLE IRAs
- Individual 401(k) plans for sole proprietorship's
- 401(k) plans
- Analysis of current 401(k) plans including:
- the level of fees being paid
- diversification of fund choices
- appropriateness of fund choices
- compliance issues
As independent advisors, we do not sell products. We have access to numerous 401(k) providers which allow us to tailor a plan to suit the needs of your business and your employees with the lowest cost possible. In addition, we can sit down with your employees to help each one decide on an allocation of investment choices that is suited for him or her. We also work with you to make sure the choices in your 401(k) plan remain appropriate and that your choices meet or exceed regulators expectations.
