About Us
Our History
SHDR Investment Advisers, Inc. is a Carolina-based investment consulting firm founded in 1992 as Retirement Plan Securities, Inc., an SEC-registered investment adviser. In its beginnings, the firm served the two most basic needs of our record-keeping clients: objective investment advice and assistance in managing fiduciary risk.
In the 1990s, our practice grew to include institutional clients of many types including, qualified and nonqualified retirement plans, municipalities, nonprofits and other portfolios in diverse market segments. In 2000, Retirement Plan Securities was acquired by Wachovia Corporation.
Following the First Union/Wachovia merger, the firm was purchased in 2002 by BB&T Corporation, one of America's leading financial institutions. The firm, renamed SHDR Investment Advisers (SHDR-IA), remains a wholly owned subsidiary of BB&T Corporation and now serves clients throughout the Southeast.
Who We are Today
Today, we provide investment advice to over 100 institutional clients and have over $1.2 billion in assets under advisement. We provide fiduciary guidance to investment committees and other stewards and are dedicated to open investment architecture and best-fit investment solutions chosen from a virtually unlimited universe of portfolio managers.
The quality of our consulting process is enhanced by the knowledge and expertise of our team members. SHDR-IA consultants have many years of industry experience, and our dedicated staff is very knowledgeable in the areas of employee benefits consulting, pension planning, fiduciary risk management and investment analysis.
The SHDR-IA Difference
SHDR-IA provides independent and unbiased investment advice. We have no affiliations with custodians, investment managers, or brokerage firms that could jeopardize our objectivity. We make no revenue from recommended investments and offer no proprietary products. We conduct thorough in-house research on all available investment managers that goes far beyond subscriptions to common information providers.
We pride ourselves on these standards of excellence:
- Cofiduciary status provided to clients in writing
- Close partnership with our clients to meet objectives
- Independent, proprietary investment research
- Unbiased investment recommendations
- Open investment architecture
- State-of-the-art allocation analysis tools
- Prudent investment processes fully documented
- Satisfaction of all requirements for fiduciary compliance
Learn more about Our Approach or review information about the Services we offer.