About InterServ, LLC
InterServ is an independent, federally Registered Investment Advisor. We offer investment fiduciary services, investment management, and back-office 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.