About Us
Partnership. Expertise. Innovation. Passion. Doing the right thing.
Who We Are
The need for professional retirement plan and investment advice - from an advisor you can trust - has never been greater. AssuredPartners Investment Advisors works with retirement plans every day. Our experience can help save you time, effort and worry.
With the retirement industry becoming more complex and regulated, today’s plan sponsors need more specialized services, including:
- Fiduciary and consulting support to help manage fiduciary requirements and risk
- Professional advice that will allow them to offer competitive employee benefits at a reasonable cost
- Access to robust data to use in benchmarking plans and investment managers
- More effective financial education programs for their employees
Our team of financial professionals have the in-depth knowledge, strong industry relationships, and network of resources to deliver the tools, training, and dedicated support needed to provide smart solutions that help people be better prepared today so they are more secure tomorrow.
Why AP Investment Advisors
Our financial professionals are autonomous, focused on addressing the unique needs of your plan.
![<h3 data-pm-slice="0 0 []" style="box-sizing: border-box; margin: 0px 0px 0.5rem; padding: 0px; font-weight: bold; line-height: 1.2; color: rgb(0, 25, 66); font-size: 1.5rem; font-family: "Work Sans"; letter-spacing: normal; text-decoration: none; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255);"><strong>Our Process</strong></h3><p></p>](/media/c03pnkox/aboutus_ourprocess-min.png)
Our Process
Evaluation of outsourcing strategies
Operations and administration processes
Plan design
Retirement plan diagnostic and benchmarking
Rules and regulation / compliance
Testing 5500 and reporting, signature-ready
Participant communication and education
Onsite activities / one-on-one employee meetings
Ongoing education
Investment policy review
Investment committee participation
Ongoing plan and investment monitoring
Fiduciary education for the plan sponsor
Blog
Tampa, FL AssuredPartners Investment Advisors (“APIA”) is excited to announce the addition of Chesme Capital Management. Based out of Michigan, Chesme Capital Management has been a leading provider..
Tampa, FL - AssuredPartners Investment Advisors (“APIA”) is excited to announce the addition of FSM Wealth. Led by Brian D. Heckert, CLU, ChFC, AIF®, QPFC, FSM Wealth started serving their community...
Tampa, FL - AssuredPartners Investment Advisors (“APIA”) is excited to announce that Susan Sanchez, CPFA, ARPC, AIF®, has joined APIA. Susan is a seasoned financial professional driven by values of..