Chicago, IL (PRWEB) December 01, 2016
Blue Prairie Group (“BPG”), a Chicago-based institutional retirement and investment consulting firm, is pleased to announce the addition of industry veteran Michael Rom and his firm, PENSION INSIGHT, to its network of retirement consultants.
Mr. Rom will lead the San Francisco office of Blue Prairie Group and will maintain an independent business model. Over the past several years, PENSION INSIGHT, LLC has helped plan sponsors identify gaps in their current retirement plans by using a proprietary diagnostic tool called PlanSuccess Blueprint.
This strategic consulting expertise has led many clients to request ongoing fiduciary support and investment consulting services. As a result, Mr. Rom chose to align with Blue Prairie Group to gain access to their CFA-led research team, technology platform, proprietary tools and ongoing fiduciary oversight services to support the ongoing needs of his clients.
Michael Rom, President of PENSION INSIGHT, said, “My clients were looking for me to help execute on the blueprint that we drafted, so I was challenged to find a firm with the vision and capability to drive plan success at the highest level. In searching, I found there’s an incredibly short list of firms that can truly execute on this requirement. Fortunately, I am now partnering with Blue Prairie Group, a firm with a proven track record of delivering plan success results for their clients over many years.”
He added, “Blue Prairie Group is truly a world class institutional consulting firm with the highest commitment to customer service. Their intellectual capital drawn from years of serving their mid-market clients, and the sophisticated suite of services and deep infrastructure that has resulted, will allow me to fully leverage the scale of nationally recognized firm while delivering personalized local consulting services to my clients.”
Ty Parrish, Blue Prairie Group’s Managing Partner, said, “Michael is passionate about improving the success of his clients’ retirement plans which aligns well with our culture at Blue Prairie Group. We are absolutely thrilled he chosen to partner with Blue Prairie Group and we are excited to help Michael grow his business in Northern California.”
About Blue Prairie Group
Blue Prairie Group is an independent, fee-based Registered Investment Advisory firm providing unbiased and objective financial consulting through three practice areas: ERISA Retirement, Wealth Management and Foundations & Endowments. We act as fiduciaries to all of our clients’ portfolios and are remunerated solely by our clients. BPG passionately advocates low cost investments, full fee transparency, and offers a broad service suite to institutions, plan participants and individuals. Headquartered in Chicago, IL, BPG has established itself as one of the leading investment and fee-based advisory firms in the country with satellite offices in Atlanta, Tampa, Philadelphia, Pittsburgh and Salem, Oregon and San Francisco.
For more information, please contact Ty Parrish at 312-376-8440 or go to http://www.blueprairiegroup.com.