Michele Suriano's Contact Details

Michele Suriano's Company Details

Castle Rock Investment Company

, , • 1 - 10 Employees
Financial Services

Castle Rock Investment Company (CRIC) is an independent registered investment adviser located in Castle Rock, Colorado. We specialize in advising workplace retirement plans, including 401(a), 401(k), 403(b), 457, profit sharing, employee stock ownership, and defined benefit plans.CRIC is committed to the success of plan sponsors and to their employees and is contractually obligated in writing as a fiduciary to each client as defined in ERISA. In addition to a prudent process, price transparency is crucial to the success of a retirement plan. CRIC provides full fee disclosure to every client to ensure they know exactly how much they are paying and reaffirm they are receiving the highest quality advice without any conflicts of interest.Castle Rock Investment Company is registered as an investment adviser in Colorado, Nebraska and Texas. If you would like more information on how CRIC can serve as your retirement plan adviser and advocate, please send inquiries to info@CastleRockInvesting.com or call (303) 725-7086.Services:Mission: To assist your participants in replacing 80% of their pre-retirement income* as a fiduciary on your retirement plan and assist you in fulfilling your fiduciary duties.- Cost Analysis and Fee Benchmarking- Investment Selection and Monitoring- Vendor Search and Conversion Assistance- Conflict Free Participant Advice and Education- Investment Policy Statement and Model Portfolio Design