Commerce Street Peak Advisors
Commerce Street Peak Advisors’ mission is to provide quality retirement plan solutions for our clients and their employees.
We act as a fiduciary by providing comprehensive and cost-effective investment solutions for 401(k), 403(b), 457, cash-balance and profit-sharing plans as a 3(21) Investment Advisor or a 3(38) Investment Manager.
We offer a full range of services providing:
- Low cost, professionally managed risk-based portfolios
- Lower management fees
- Construction of the plan’s investment policy statement
- Participant 401(k) investment education
Retirement plan participants can be overwhelmed by the numerous investment choices they face in retirement planning. We have simplified the process by providing risk-based portfolio options for your employees. With our solutions, you can be confident in offering your employees high quality investment options appropriate for their retirement needs.