Our Mission is to be the premier institutional investment consulting firm that consciously leads others on a sound financial path. We strive to make an impact on the lives of our team members, our clients and the communities in which we serve. We will offer innovative strategies delivered by responsive, friendly and knowledgeable professionals to create an enriching client experience.
We strive to be the premier investment consulting firm who consciously leads our clients on a sound financial path. We offer innovative and independent strategies delivered by responsive, friendly and knowledgeable professionals to create an enriching client experience.
We customize our strategies and high-touch personal service to provide retirement plan design assistance, fiduciary services, wealth management and to address specialized investment needs.
We believe a holistic approach creates financial well-being for fiduciaries, participants, individuals, and families.
We help our clients take a pro-active, value-based approach by developing strategies to address unique goals and objectives.
We aim to make a meaningful impact on the lives of our team members, our clients, and the communities in which we serve.
Our employees provide hands-on volunteer service through our partnerships with various local social service organizations.
Custom and Independent Strategies
We do not underwrite securities or act as a lender, allowing us the freedom to work with any provider, platform, mutual fund, Third Party Administrator or retirement plan provider.
Throughout the country, Sheridan Road provides clients with greater depth of service through our strong relationships with leading service providers, law firms, accountants, and other intermediaries.
Sheridan Road partners with leaders in corporate, not-for-profit, public policy and higher education to help implement an effective and responsive strategic vision. Together, we evaluate future growth, geographic diversification, investments, processes, and people to preserve quality service and adjust to future trends.