1035 Dairy Ashford, Ste 340
Houston, TX 77079
Phone: (713) 660-9605
Email: info@cobb-retirement.com
A Registered Investment Advisor
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Cobb Retirement Services

Unbiased advice

Choosing the right qualified retirement plan affects more than your company's bottom line. It affects lives, futures and dreams. You need accurate, expert advice based solely on your unique needs and best interests. But in a world of parent companies, affiliate relationships and sales commissions, where can you find wholly objective information?

Cobb Retirement Solutions is different. We are an independent, fee-only firm that specializes in qualified retirement plan analysis and oversight. We neither accept nor pay commissions or finder's fees. We do not manage the assets of company executives or other plan participants. We do not sell proprietary insurance plans or other investment products - nor are we affiliated with anyone who does. And we annually initiate an outside compliance audit of our firm.

This strict independence means our judgment is unclouded, our analyses are unbiased. Most importantly, it gives us the freedom to do what we do best: provide expert, research-driven advice that helps improve your cost efficiencies and investment experiences.

Long-term perspective, in-depth scrutiny

Invariably, the success or failure of a qualified plan depends upon the vendors retained to provide investment services, record-keeping and administration. Therefore, the time and resources put into choosing your vendors wisely is an investment in itself, with the potential for rewarding returns or costly pitfalls.

Working with Cobb Retirement Solutions is like having a seasoned, expert team on staff - one that is not limited to dealing with only a certain family of vendors. Based on years of industry experience, our intensive research process screens from a broader field of candidates. Then we identify finalists through rigorous quantitative and qualitative analysis. Throughout the process, we serve to educate as well as inform, with easy-to-understand reports, comparisons and meticulous documentation.

You'll have the recommendations you need to choose with confidence, knowing no stone was left unturned and no strings are attached.

Finding the right answers starts with knowing where to look and what to ask.

If you're ready to explore new ways for getting the most out of your investment practices, we should talk. Whether you're searching for a new record keeper or investment manager, looking for ongoing investment and vendor oversight, or seeking to boost plan participation, we can help. Our personalized solutions are aligned with your unique goals and visions. Because at Cobb Retirement Solutions, we answer only to you.

We know many people are counting on you to make wise decisions.

That's why you can count on us.

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