RIA Artistic Planning says it has purchased a company retirement advisory group from Mesirow that works with over 350 plans with roughly $13 billion in property.
Artistic Planning’s Retirement Providers Observe now companies about $137 billion in property below advisement.
The Mesirow group’s “dedication to tailoring monetary options whereas championing social accountability aligns completely with our values,” in response to Artistic Planning CEO Peter Mallouk. “They’re well-equipped to handle the retirement wants of plan sponsors, plan individuals, buyers and non-qualified plans.”
Led by David Dermenjian, Chris Pohlman, Vince Allegra and Chuck Lawless, the Chicago-based group is acknowledged by the Nationwide Affiliation of Plan Advisors (NAPA) as a high outlined contribution plan advisor.
“Our major purpose is to associate with plan sponsors and their workers to drive optimistic outcomes by offering modern options and finest at school consumer service,” Dermenjian stated in an announcement.