Jemstep and Redhawk Wealth Advisors Partner to Combine the Convenience of Online Investment Advice with the Personal Touch of Traditional Advisors
San Jose, CA and Minneapolis, MN (PRWEB) June 27, 2014 -- “Redhawk Online Advisor combines the power of a personal relationship with the online technology clients are coming to expect,” said Dan Hunt, CEO of Redhawk Wealth Advisors. “We’re excited to add this service to our traditional offerings as a way to increase our efficiency as we both broaden and deepen our client relationships.”
Redhawk Online Advisor provides specific actionable advice on client’s 401(k) accounts. “Many of my clients are looking for advice for their 401k plans in addition to their other accounts. With Redhawk Online Advisor, my clients are able to aggregate all their accounts, and I am able to give my clients exactly what they need – holistic and unbiased guidance considering their full retirement portfolio to help them achieve their retirement goals,” said Michelle Bertram, a Redhawk Advisor.
Redhawk Online Advisor is 'Powered by Jemstep' and integrates seamlessly with Redhawk's existing discretionary services. Part of a growing trend towards hybrid solutions that combine the power of relationships with leading edge technology, Redhawk Online Advisor aims to make it easier for more people to get the advice they need to manage and grow their retirement savings.
“Redhawk Online Advisor will help advisors expand their relationship with existing and prospective clients,” said Simon Roy, President of Jemstep. “Our embedded communications platform keeps advisors informed about their clients’ use of the service, and helps them reach out to qualified prospects more efficiently.”
About Jemstep
Jemstep is the leading online investment advisor providing expert advice on how to invest your 401k and other retirement savings accounts. Based on Nobel Prize-winning economic research and patented portfolio optimization technology that reviews more than 38K mutual funds and ETFs daily, Jemstep delivers step-by-step guidance that is accessible, personalized and always unbiased. Jemstep works with RIAs and 401(k) Plan providers to give millions of Americans the investment advice they need to have a more secure retirement. A Registered Investment Advisor with the SEC, Jemstep is led by a team of experts with over 100 years’ combined experience in financial management and technology innovation and development. Learn more at Jemstep.com.
Jemstep currently has more than 10,000 registered users and provides advice on more than $3 billion in assets. For more information on Jemstep, visit http://www.jemstep.com.
Jemstep Contact Info:
Simon Roy
President
simon(at)jemstep(dot)com
About Redhawk Wealth Advisors, Inc.
Redhawk Wealth Advisors, Inc. is an SEC Registered Investment Advisor (“RIA”) firm based in Minneapolis, Minnesota. The firm provides wealth management, retirement plan services, and practice management services to independent advisor representatives and their clients. To learn more, visit http://www.redhawkwa.com.
Redhawk Contact Info:
Rick Keast
SVP Business Development & Marketing
Rick(at)redhawkwa(dot)com
Rick Keast, Redhawk Wealth Advisors, Inc., http://www.redhawkwa.com, +1 (920) 327-0958, [email protected]
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