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Human Investing serves the financial pursuits of employers and its employees by championing their company benefits.

 
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Our World-Class Team

 

We're a fiduciary: transparent and legally bound to put your interests first and foremost. Many advisors promise this but surprisingly less than 2% can deliver on it. 

 
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Our Retirement Plan Approach

We help companies of all sizes create or transition their retirement plans under these four pillars:

 

STEP 01: INVESTMENT Policy creation and review  

 

STEP 02: Building and recommending mutual fund line-ups

 

STEP 03: Ongoing investment monitoring

 

STEP 04: Asset category reviews

 

 

Participant Education

We equip employees and participants to make the best choices for retirement throughout their tenure with your company. 

 
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For new hires: client Onboarding, new hire benefit orientations

 

For all employees: one-on-one meetings, education blog articles, Group Seminars, Advisor call-In Line

 

For Retirees: Integrated Financial planning, custom account management