Our Offices
2455 Bennett Valley Road
Suite B115
Santa Rosa, CA 95404
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The Robertson Stephens Santa Rosa Office brings a wealth of experience in helping employers create a world-class retirement plan for their employees. Establishing a documented process is what we do best. We combine the high touch of a specialized firm with deep and extensive resources and knowledge to ensure “best interests” are met in the operation and management of your retirement plan. We work with employers nationwide, delivering services with the utmost transparency using more tools, customization, and technology in a relationship where you are our highest priority.
Our clients also include individuals and families seeking wealth preservation and retirement income. We develop and implement customized investment solutions to achieve one’s financial goals for a healthy and sustainable lifestyle.
Our expertise is your competitive advantage.
As retirement plan consultants, we work with organizations to offer a full array of services designed to successfully manage the operation and servicing of their employee qualified and non-qualified retirement plans. We help employers understand the range of retirement plans available to them and oversee the growth of plans to ensure they remain aligned with employers’ business goals and the employee’s retirement goals.
We act as a co-fiduciary with the aim to deliver the resources, knowledge and experience needed to enable employers to make the right investment decisions for their employees and their company. We are also committed to implementing a process to enhance fiduciary oversight.
At Robertson Stephens, we provide our clients with independent guidance on all aspects of plan operations and servicing. Our approach positions us to help employers reduce and control plan costs, increase participation and contribution rates, minimize fiduciary liability, and offer appropriate investment alternatives.
Vendor Management & Selection
3(21) FIDUCIARY SERVICES
FIDUCIARY TRAINING
INVESTMENT SELECTION & MODEL PORTFOLIOS
EMPLOYEE ENGAGEMENT
FEE BENCHMARKING
NOn-QUALIFIED EXECUTIVE BENEFITS
INVESTMENT POLICY DEVELOPMENT & REVIEW
INVESTMENT PERFORMANCE REPORTING & MONITORING
455 Market Street
Suite 1450
San Francisco, CA 94105
p: (415) 500-6810
e: info@rscapital.com
