Welcome to InterServ, LLC

Next Generation Financial Advisor Support

InterServ, LLC is a Registered Investment Advisor dedicated to the support and success of financial advisors and consultants in the retirement services industry and their corporate clients. We serve financial intermediaries with services ranging from investment analytics to investment policy statements to asset allocation model development and management. By providing fiduciary services to and through financial advisors only – with no direct sales channel to retirement plan sponsors – we focus on providing the services, solutions and support that add the most value to financial intermediaries and the retirement plans they serve. Our customized services enable financial advisors to enhance their competitive positions, increase efficiencies and standardize client service deliverables. We provide the fiduciary foundation for optimal plan management and compliance with the Prudent Standards of Care as established by the Centre for Fiduciary Excellence.

Personalized Service, Customized Solutions
InterServ is committed to delivering personalized service and customized solutions that provide for implementation of the Prudent Practices of financial intermediaries. InterServ is a fee-for-service provider independent of influence or conflicts of interest derived from affiliation with investment managers, mutual fund companies, insurance companies, marketing alliances, individual influences or industry publications. We deliver professional, unbiased services that support prudent retirement plan processes and management in conjunction with financial advisors for the benefit of their clients. To learn more about our suite of fiduciary services for financial advisors, please click here, or to contact InterServ, please click here.

InterServ was one of the first Registered Investment Advisors in the nation to achieve CEFEX certification.

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