Our Innovative Approach

Advisors Access represents the evolution of 401(k) plans.

By returning the investment of retirement assets to professional advisors, our approach frees participants from the burden of constructing and monitoring their own portfolio and provides much-needed fiduciary protection to plan sponsors.

Capital Directions partners with a select group of fee-only, independent Registered Investment Advisors to offer the Advisors Access program to 401(k) plan sponsors around the country. Capital Directions also works directly with plan sponsors in the metro Atlanta area.

There are four distinct advantages to the Advisors Access program:

• Advisor-Managed Portfolios
• Access to Exclusive Investments
• Fiduciary Liability Protection
• Fee Transparency

To explore how we might work together, please contact Scott Pritchard, Managing Director of Advisors Access.

Prominent Fiduciary Endorses Advisors Access

"In all industries a leader will emerge with the expertise, skill, and courage to make a real difference in the lives of its customers..."

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