The Bridge to Fiduciary Protection

InterServ is an independent Registered Investment Advisor that delivers investment management, co-fiduciary services and investment plan analysis reporting to retirement plan sponsors in partnership with their financial advisors.

InterServ can help provide fiduciary enhancements for financial advisors and plan sponsors. InterServ provides support for financial advisors/intermediaries and their plan sponsor clients/fiduciaries and can add value to their relationships by providing certified processes and independent, unbiased investment recommendations.

InterServ’s professionals create customized solutions by:

  • Evaluating the existing plan from an investment standpoint
  • Providing recommendations and a customized Investment Policy Statement (IPS)
  • Creating asset allocation models
  • Delivering investment analysis including a proprietary scoring process, the InterScore
  • Monitoring and reporting on the plan’s investments on an ongoing basis
  • Communicating with the investment committee, including quarterly meetings and an annual review

To learn more about our services for financial advisors, plan sponsors and participants, please review our brochure and contact InterServ.


©2006-2010, InterServ®, LLC. All rights reserved. InterServ, LLC is an investment consulting organization and, as such, does not offer to sell or solicit the offer to buy any securities. The information contained herein does not constitute an offer to sell or the solicitation of an offer to buy any security. All processes and analysis are the proprietary intellectual property of InterServ, LLC. Use with the general public may be contrary to federal or local law and all investment professionals must satisfy themselves that their use of the information contained herein complies with federal and local securities laws as well as the compliance programs of any firms with which they may be associated. Please see our Privacy Policy for additional important disclosure information.

InterServ has no obligation to update any information or content or make improvements and changes in the website content. InterServ may also make changes to the website and its content without prior notice.

InterServ is a Registered Investment Advisor and a wholly-owned subsidiary of DailyAccess Corporation. InterServ and InterServ, LLC are trademarks of DailyAccess Corporation.