Corporate Institutional Services
Concierge Financial Services.
WealthSouth Institutional Services delivers custom solutions through a team approach. Our local, experienced team is accessible and we work with our clients through every step of their plan. WealthSouth Institutional Services offers 401(k) Plans, Employee Stock Ownership Plans (ESOPs), and Discretionary Investment Management.
INSTITUTIONAL SERVICES:
How WealthSouth delivers Concierge Financial Service
- Local and extensive team of specialists
- Personalized, relationship-focused service
- Customized strategy
- Accessible – work directly with our team, in close proximity to you and your business
- A strong team approach – clients work with a group of our specialists
INSTITUTIONAL SERVICES:
Our Distinguished Approach
- Accountability – WealthSouth Institutional Services administers every facet of your plan, thus we are responsible for all aspects of the client experience. While other plan providers may only maintain limited responsibility, our obligation and full commitment provides the greatest benefit to clients.
- Investment Engagement – As clients are becoming more knowledgeable about the underlying philosophy of investments within 401(k)s, we provide a transparent look at our philosophy and process as it pertains to fund selection. WealthSouth’s Chief Investment Officer meets with our clients to share strategic details.
- Discretionary Trust Services – WealthSouth can act in this capacity for clients in which we provide the highest level of fiduciary protection.
Concierge Financial Services.
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