Baystate Fiduciary Advisors, Inc.
Baystate Fiduciary Advisors, Inc. focuses on three market segments in the ERISA space: Higher Education, Non-Profit, and Mid-Market For-Profit. All of the firm’s revenue is generated from its institutional client base via a flat dollar fee-for-service fiduciary engagement. The primary differential to the firm’s service model is the capacity to deliver globally accepted fiduciary standards of excellence in a manner that resonates with plan fiduciaries of all sophistication levels. The truest testament to Baystate Fiduciary Advisors’ capabilities is the feedback from their plan sponsors, trustees, and plan participants. Gregg Andonian was named a “Top 5 Plan Adviser” by PLANSPONSOR magazine in 2008/2013, and was included in the list of “Top 100 Most Influential People in the Retirement Industry” published by 401kWire in 2009/2010.
Client Plans: 28