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.
Services
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.
Process
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.
Distributors
Regardless of investment platform, we provide investment advisory and investment management services that support financial intermediaries’ relationships with clients.
Value
Our services can provide fiduciary protection to plan sponsors and plan participants. We can help financial intermediaries and plan sponsors meet their fiduciary obligations by ensuring that retirement plans adhere to a prudent investment process.
Vault Login
The Vault is a secure, online repository for ongoing document organization. InterServ clients may access and organize their various documents and reports with this tool.
