About InterServ, LLC
InterServ is an independent, federally Registered Investment Advisor. We offer investment fiduciary services, investment management, and consultative solutions, which add value to the services intermediaries provide.
InterServ can function as either an ERISA § 3(21) investment advisor, helping plan sponsors and financial intermediaries make prudent investment choices, or as an ERISA § 3(38) investment manager, assuming discretionary responsibility for selecting, monitoring, and replacing plan investment options.
We respect and add value to financial intermediary/plan sponsor relationships. Our processes are based on independence, integrity, and proven investment principles. We are audited annually by CEFEX to ensure industry best practices are followed.