Kravitz Davis Sansone is one of the largest Registered Investment Advisor firms in Southern California dedicated to consulting with retirement plan sponsors. We advise on over 150 retirement plans, with over $1 billion in assets under management.

As a co-fiduciary to every plan we consult on, we provide comprehensive services in:

• The selection of the appropriate investment services provider for your plan,
• The structuring of the investment platform for your plan participants,
• The fiduciary framework within which you operate the plan,
• And for our full service clients, in-depth education services to help plan participants know what they own and why they own it.

Our independent, fee-based approach allows us maximum flexibility in selecting and monitoring investments that meet our clients’ objectives.  We have extensive knowledge regarding the main 401(k) providers such as insurance-based group annuity products, mutual funds, banks and open architecture systems.  As each plan evolves and changes, our independence allows us to guide each client to the appropriate provider to meet those changing needs.

Our prudent investment process, which includes our proprietary quarterly reports, helps our clients to fulfill their fiduciary responsibilities.  Most importantly, our clients understand what they are paying for the services being rendered and to whom.

We define a successful retirement plan by the percentage of employees that participate, the level of their contributions and the quality of their investment choices.  We are committed to helping our clients’ plans to be as successful as possible.