Ds Investment Advisors

About Ds Investment Advisors

<p>Institutional-style investment lineups for smaller plan committees are a specialty at Ds Investment Advisors. Based in Grand Rapids in the Grand Rapids–Kentwood metro area, the firm works with retirement plan sponsors and individual investors across the United States.</p> <p>Ds Investment Advisors has more than 18 years of experience in retirement plan consulting and individual wealth management. The team provides fee-only investment advice and works as a fiduciary for plan clients, taking either a 3(21) co-fiduciary role or a 3(38) investment manager role depending on the engagement. The firm manages about $0.3B in assets (2026).</p> <p>With 4 employees, Ds Investment Advisors keeps the work direct: clients work with an independent advisor rather than a product sales desk. The practical difference is the firm’s ongoing fiduciary process and investment oversight for plans that do not have in-house staff to manage committee tasks.</p> <ul> <li>3(38) investment fiduciary services</li> <li>3(21) fiduciary support (as engaged)</li> <li>Fee-only investment advisory services</li> <li>Retirement plan consulting for plan sponsors</li> <li>Individual wealth management</li> </ul>

Website: https://dsinvestmentadvisors.com/

Employees: 4