Rich Todd

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investment consulting investment advisory services foundation portfolio management vendor search consolidation 457 consulting public sector retirement plan specialist family office services feeonly ria 401 defined benefit plans wealth management vendor search amp consolidation retirement plans fiduciary services family offices nonprofit consulting asset allocation portfolio design risk management financial education independent advisor conflict-free fee-only client stewardship long-term investments performance analysis customized solutions administrative support investment policy statements quarterly reviews client retention due diligence manager selection investment strategies financial planning high net worth erisa compliance non-daily liquid structures community service charitable contributions active management passive management retirement readiness compliance issues tax-efficient investments performance benchmarking custom portfolios employee benefits financial advisors institutional investors high character professionals multi-generational wealth fiduciary governance client-centric trust & integrity market commentary investment menu service excellence collaborative approach objective investment advice investment management financial services