About InterServ

InterServ is an independent, federally Registered Investment Advisor focused on enhancing the consultative advice and services intermediaries provide to plan sponsors and plan participants. By combining intermediaries’ services with services provided by InterServ, plan sponsors can enjoy the benefits of investment- and relationship-driven service solutions.

As a wholly-owned subsidiary of DailyAccess Corporation, we are an integral part of the Diamond Strategy™ and are represented by the “Red Diamond” in the DailyAccess logo. Like our parent company, we are audited annually to ensure adherence to industry best practices.

Our Mission

Our mission is to assist financial intermediaries in delivering solutions that meet client-specific retirement plan needs. To accomplish this, we help define these needs and then match them against our menu of fiduciary and investment services. We strive to foster long-term relationships with intermediaries, plan sponsors, and plan participants by creating a superior retirement plan investing experience.