About: Presidium Retirement Advisers

With a dedication to the highest standards of fiduciary responsibility, Presidium Retirement Advisers, Inc., provides independent investment advice and customized retirement plans to its clients. Presidium Retirement Advisers offers complete transparency and full disclosure in all its fiduciary responsibilities, including 401(k) plan design, operations, oversight, and implementation.

As an investment advisory firm, Presidium Retirement Advisers is registered with the U.S. Securities and Exchange Commission. Presidium Retirement Advisers has its headquarters in Charlotte, North Carolina, and currently manages assets totaling around $430,000,000.

The founder and President of Presidium Retirement Advisers, Anne Comer, received her education at Queens University of Charlotte and University of North Carolina at Chapel Hill. Before establishing Presidium Retirement Advisers, Ms. Comer worked at Chief Financial Officer for Community Trust of the Southeast.

Relying on an investment philosophy that utilizes a common-sense approach and tried-and-true strategies, Presidium Retirement Advisers believes that investing in the market is an efficient method of acquiring wealth. Though risk and return are related and past performance of a stock often has no predictive value, with due diligence, investing can be an excellent long-term method of creating wealth for retirement.

At Presidium Retirement Advisers, a team of experts—who hold MBAs, JDs, and PhDs, as well as designation as Certified Financial Planners, Certified Public Accountants, Certified Investment Management Analysts, and Accredited Investment Fiduciary Analysts—analyze investments to eliminate costly wastefulness and present to their clients written Investment Policy Statements defining how investments are selected, monitored, and replaced. The firm’s fiduciary advisers schedule quarterly meetings with clients in order to provide economic updates as well as any regulatory changes that might affect investments.

Presidium Retirement Advisers provides a comprehensive retirement plan that is tailored to meet the unique objectives and goals of each client, and the firm manages its clients’ investments with the utmost diligence and integrity. As a partner with its investors, Presidium Retirement Advisers works to manage fiduciary risk, while providing exceptional investment oversight and monitoring compliance issues.

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