Unparalleled Focus and Expertise

At Direct Advisors, we have one singular focus: The financial health of your business and employees.

We are independent. We do not sell benefits, financial or insurance products. We are not individual wealth managers. We are expert advisors who are always on your side.

Prevailing Wage Fringe Benefit Trust

Are you a merit shop construction company subject to the Davis-Bacon Act, Service Contract Act or state prevailing wage regulations? Direct Advisors will:

• Determine and design the appropriate bona fide benefit structure
• Administer health and welfare insurance benefits
• Administer supplemental unemployment, paid time-off, training and savings benefits
• Integrate your bona fide benefit plan with your retirement plan

ERISA Fiduciary Advisory

Do you need an ERISA fiduciary to consult with you as you navigate retirement plan options for your employees? DirectAdvisors will:

• Design and manage your plan
• Assist with the oversight of your plan’s service providers and platforms
• Provide fiduciary investment management, governance and stewardship
• Lead participant education efforts and offer one-on-one advice