My Investment Advisor, Inc. Employee Directory

Financial ServicesUtah, United States11-50 Employees

My Investment Advisor, Inc. is a financial services firm based in St. George, Utah, founded in May 2007. It operates in the 401(k) sector, aiming to change how plan participants access investment management by connecting plan sponsors with a curated group of money managers from institutions such as IWM, Foxhall, Hanlon, Manning Napier, and CLS. These connections are described as enabling 401(k) participants to access investment options that were traditionally available mainly to wealthier clients, through direct channels to these institutions.

Its customers are 401(k) plan sponsors and participants seeking broader access to professional investment management within retirement plans. The company positions itself within the financial services industry as expanding access by facilitating relationships between plan sponsors and leading investment managers, thereby broadening the range of options for participants. The founding premise suggests a focus on expanding access within the 401(k) market.

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