Professional Portfolio Management, Investments and Retirement Planning
ERISA & Pension Consulting
We work with companies of all shapes and sizes. Whether your organization operates in multiple states or you are a small, single-office non-profit, we can help you with your retirement plan. No plan is too big or too small for our team of retirement plan experts. We will perform our Retirement Plan X-Ray and provide you with a detailed breakdown of your current plan, fees and potential issues. Our diverse team is capable of creating and managing the following retirement plans: 401(k), Solo-401(k), 403(b), Profit Sharing, SEP-IRA, ESOP, SIMPLE-IRA, Cash Balance Plans, Defined Benefit Plans and more! After reviewing your Retirement Plan X-Ray, we will create a unique plan that best suits your organization’s needs.
At Nosuris we offer fee-based advisory services to our clients and their families. We provide professional guidance, exceptional service, and access to outstanding investment managers that have been screened by our investment committee. Clients can open a variety of managed portfolio’s including diversified stock baskets, ETF’s and Mutual Funds, each with specific goals in mind such as capital appreciation, retirement income or speculation. In addition to managed investment portfolios, Nosuris offers 529 College Savings plans and property development investment opportunities.
Nosuris works with all of the largest portfolio managers nationwide to produce customized options across traditional and alternative asset classes.
If you are looking to free up your time, reduce the stress that managing your wealth entails and diversify your portfolio talk to a member of our Investment Team today to discuss the wealth solution that is right for you.
Funding your financial future, generally for a stage of life when the ability to accumulate additional capital cannot be assured, is a huge responsibility – one that we approach with great seriousness. We assess the entirety of your current resources and then create a detailed analysis of the envisioned retirement lifestyle. Our analyses address income tax strategies, pension choices, medical and life insurance and estate considerations. The result is a wealth plan for your future; the creation of an action plan that includes the optimal asset allocation and funding strategies geared to maximize and secure your future.
When it comes to creating investment portfolios, Oberlander Dorfman, Inc. occupies a fairly exclusive stratum. Consistent with our clients’ goals, risk tolerance, investment time horizon, sophistication and future cash requirements, our approach to investment planning — disciplined, highly informed, and ideologically agnostic — is designed to protect and grow capital through all market cycles. Our team maintains a keen awareness of how changing circumstances— domestic and international economic variables, fiscal and monetary policies, and geopolitical shifts — can impact our clients’ financial security and private wealth management. Central to the design of our clients’ portfolios is our highly individualized and dynamic asset allocation methodology.