The firm's mission then and remains today is to advise and serve the needs of corporate retirement plans and individual investors. While our historical experience in providing services to retirement plans and individual investors dates back to 1971, we continue to enhance our research and service efforts with the latest technology and sources of information.
Both individual investors and retirement plan sponsors will find that our experienced advisors are focused on each client's individual investment goals and investment suitability. We are dedicated to retirement plan cost efficiency and regulatory compliance.
Both individual investors and retirement plan sponsors will find that our experienced advisors are focused on each client's individual investment goals and investment suitability. We are dedicated to retirement plan cost efficiency and regulatory compliance.
Services
Mr. Nichols is the founder of S.L. Reed & Company. For twenty-one years (1971 to 1992) prior to founding S.L. Reed & Company, he was President of the Roley, Nichols Capital Group, Inc., in Los Angeles, California. While at the firm, he was President of RNC Capital Management a firm managing more than $1.25 billion in portfolios of taxable, municipal, corporate and multi-employer retirement plans and foundation clients.
SLR's Wealth Management Group specializes in managing all aspects of our client's finances. Our holistic approach is thoughtful, objective and unbiased and is driven by strong discipline and proven processes. Our clients appreciate and demand high-touch, value-added service and we hold ourselves accountable in our efforts to exceed their personal expectations.
To create an ongoing successful retirement plan experiences for both employers and employees. We focus on creating maximum plan value through our attention to detail that includes evaluating and selecting the appropriate vendors, educating the participants, assisting with fiduciary compliance and investment monitoring.
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