Bryant & Brannock is an independent Registered Investment Advisory firm located in Durham, NC. We offer investment advice, portfolio and endowment management, fee-based financial planning, and retirement plan support services.
We take great pride in the personal relationships that we develop with our clients and take our fiduciary commitment very seriously. We place our client’s needs ahead of our own, making your priorities and goals our own.
We work closely with non-profit, small business and corporate clients regarding their needs by assisting and advising decision-makers to assess, shape, and maintain the portfolio, 401(k) or 403(b) plan that meets their needs. From design to implementation to maintenance and employee education, we bring the same level of individualized attention to our clients, large or small.
We can help you with:
• Portfolio construction
• Retirement plan design and implementation
• Understanding your fiduciary responsibilities
• Building your fiduciary files
• Developing your Investment Policy Statement
• Monitoring your investment platform
• Reviewing your fees and plan or portfolio services
• Employee education and enrollment; and
• Keeping you on track with regular Plan Reviews.
Let’s get started with a no-cost evaluation. Call us at 919-493-4614 for details.