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Resources Investment Advisors – A OneDigital Company, is an SEC-registered investment advisory firm focused on offering a holistic benefits experience for employees to build an exceptional workforce. When employees are healthier – financially, physically and mentally, both the individual and organization are more productive. By offering retirement plan services, wealth management and healthcare benefits consulting through an integrated approach, we address each employees’ overall wellbeing to improve retirement outcomes. Our financial wellness program, Financial Elements, utilizes the ‘human element’ to provide proactive coaching and accountability and individualized management of participant accounts through an innovative managed accounts platform. Resources has approximately $43.8 billion in total assets under advisement, 2,500 retirement plans, 500,000 plan participants, 12,500 individual wealth management accounts (Estimated as of 12/31/19). Expanded strategic benefit advisory services include: retirement plan services, wealth management, analytics, compliance support, human resources management tools and comprehensive insurance offerings.

Vincent Morris

President

Award Category
Asset Managers: New Product Development
Initiative
Personalized Portfolios CITs Improve Access and Outcomes
Personalized Portfolios is a managed account solution using Collective Investment Trust (CIT)s to bring the lowest cost and most efficient versions of investments to all retirement plans and participants regardless of plan and account size. By utilizing a CIT structure to create scale we are able to reduce the price of underlying investments by as much as 50% per investment, as compared to traditional, institutional pricing. Our strategy is cost conscious, platform agnostic, and focused on individual outcomes. This is an important initiative because the efficiency, cost and volatility of investments can have a big impact on each participant’s ability to meet their financial goals. When combined with a personalized strategy controlling these factors can add substantial value.
Resources
PDF
Convergence of Retirement and Wealth
PRESENTATION
Personalized Portfolios Presentation
PDF
Personalized Portfolios Team