Francis Investment Counsel Information

Selecting a retirement plan advisor is an incredibly important and impactful decision for your plan, its fiduciaries and all your plan’s participants. Yet with so many factors to evaluate and claims to consider, it can be difficult to decipher meaningful differences between competing advisors.   Francis Investment Counsel makes the difference clear. We connect the people we serve – plan sponsors and plan participants – directly to the expert advice they need. This clarity extends into our business model, making our firm vitally different in impactful ways.   First, Francis Investment Counsel upholds and embodies the legal definition of an ERISA fiduciary. As our client, your priorities are the only priorities we have.   Second, we strategically focus our practice on advising retirement plan sponsors and participants exclusively. Our team of retirement plan experts have decades of experience, providing plan sponsors and their participants a depth of knowledge, insight and expertise unmatched in the industry.   Finally, we bring our purpose to life through our actions. We are smart investors and advisors, but we are also fun, down-to-earth, empathetic professionals. We work collaboratively, valuing partnership and the culture of your organization. We understand that the way we treat our plan sponsors has the power to impact the lives of countless plan participants, and we care about the success of your business and of your employees because – above all else – we value your trust.   Companies hire us to design and operate the best retirement plans possible and to help plan participants better manage their family finances. We are unapologetically straightforward – no conflicts, clearly fixed fees, and a sole focus on connecting the people we serve directly to the expert advice they need.