Team recognized by the National Association of Plan Advisors (NAPA)
Contact: Taryn Clark
February 9, 2018 – Heritage Institutional Services was recently named by the National Association of Plan Advisors (NAPA) as one of the top defined contribution (DC) advisor teams in the country.
“Since their inception, NAPA’s various industry lists have been a valuable Who’s Who of who matters in the world of retirement plans and retirement plan advisors,” said Nevin Adams, chief content officer of the American Retirement Association and editor-in-chief of NAPA-Net, the nation’s leading online resource for retirement plan advisors. “As the nation’s leading voice in retirement plan advisors, we are pleased to highlight the contributions these firms are making in helping to build a more financially secure retirement for millions of Americans.”
Heritage Institutional Services is part of the Argent Financial Group, the largest independent, trust-based wealth management firm in the South, with over $17 billion in assets under management and 25 locations across 12 states, including Oklahoma. Heritage assists retirement plan sponsors by providing unbiased, fiduciary-level expert guidance on plan construction, administration and monitoring. It currently manages over $900 million in employer-sponsored retirement plan assets.
“I am incredibly proud of our team of expert advisors, who daily help thousands of people to build the financial resources they will need to enjoy a fulfilling retirement,” said Brad Knowles, managing director of Heritage Institutional Services. “It is exciting to see them get the recognition they deserve by being selected to this inaugural list of the best advisors in the country.”
About Heritage Institutional Services
Heritage Institutional Services manages over $900 million in assets, with a single purpose of providing fiduciary and investment services to retirement plan sponsors. The firm’s service model focuses on transparency and efficiency in order to improve participant outcomes and mitigate sponsor liabilities. Heritage Institutional Services is a wholly owned subsidiary of Argent Financial Group, the leading, sustainable, independent, fiduciary wealth management firm in the South. heritagetrust.com/institutional
About Argent Financial Group
Argent Financial Group, domiciled in Ruston, Louisiana, was formed in 1990 and traces its roots to 1930. Responsible for more than $17 billion in client assets, Argent Financial Group provides individuals, families, institutions and businesses with a broad range of wealth management services including trust administration and related services, investment management, family office services, retirement plan and charitable organization administration, mineral (oil and gas) rights management, and financial, retirement and estate planning. For more information, visit www.argentcares.com.
Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services, publications, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Argent Institutional Services, LLC is engaged, or continues to be engaged, to provide investment advisory services Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. No ranking or recognition should be construed as a current or past endorsement of Argent Institutional Services, LLC by any of its clients. ANY QUESTIONS: Argent Institutional Services, LLC’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.