Top DC Recognition Rose Street Advisors has been recognized by the National Association of Plan Advisors as a Top Defined Contribution (DC) Advisor Team, signaling strong retirement plan expertise and credibility to potential corporate clients seeking fiduciary-grade retirement solutions.

West Michigan Exclusive As the only West Michigan member of the M Financial Group, the firm can offer exclusive products, preferred pricing, and enhanced service levels to affluent clients and business owners in the region, a compelling differentiator for targeted outreach.

Custodian Partnership Recent partnership with Pershing LLC for custody of personal investment accounts presents an opportunity to cross-sell custody and asset management services to existing clients and to promote integrated brokerage capabilities to new prospects.

Acquisitions & Growth Past acquisition of HRM Innovations and the expansion of HR consulting indicate a growth trajectory and potential for bundled services, making it suitable to target mid-market firms seeking comprehensive wealth and human resources advisory packages.

Technology Enablement A technology stack including WordPress, Shopify, Hotjar and cloud hosting suggests scalable client experience and digital marketing capabilities that can be leveraged to attract tech-savvy prospects, streamline onboarding, and support digital engagement with employers and high-net-worth individuals.