Our adherence to strict fiduciary standards places us among the nation’s elite retirement plan advisors. We demonstrate our commitment to your plan through independent industry audits and certifications.
What’s more, we have passed the independent, rigorous audit process necessary to earn the coveted CEFEX certification—one of only a few dozen investment advisor representatives nationwide to prove via independent audit their strict adherence to the highest level of fiduciary best practices.


With more than 40 years of experience advising retirement plans, we bring our clients deep understanding and uncommon insights. Our investment process is based upon research techniques that are well-documented and widely accepted by institutional investment managers. We also overlay our own unique research process, which can help us manage risk and seek improved results for participants.
At CCRS, these elements come together to bring you the advice and direction that delivers added value for your participants.