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Grinkmeyer and Leonard Wealth Management is an independent investment consulting firm headquartered in Birmingham, Alabama. Grinkmeyer and Leonard Wealth Management has distinguished itself throughout the southeastern United States for providing specialized expertise and services to defined contribution retirement plan sponsors while also offering wealth management and investment consulting to private clients.
Our Defined Contribution Consulting Services can help employers looking for efficient and effective solutions to minimize their fiduciary risk, enhance investment opportunities, improve the overall plan experience and, ultimately, maintain highly successful retirement plans. From investment analysis and due diligence to employee communications and vendor fee benchmarking, our process-driven solutions seek to protect employers from corporate and personal financial liability and increase investment opportunities.
For Individuals looking for independent investment advice and specialized financial guidance, Grinkmeyer and Leonard Wealth Management can help you carefully chart a course to pursue financial success. We invite you to explore our website to learn more about our Investment and Wealth Management services and look forward to learning more about your specific needs. |
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The ABCs of Finance: Tips and Tools for Raising a Smart Investor: By introducing sound financial habits at an early age, you'll give your child a head start on the path to becoming an informed investor.
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Headlines & Recent Articles
Retirement Report-December 2011
DOL Extends Disclosure Deadlines [August 2011] For some time now you have been reading about additional disclosures that service providers will be required to make to you as fiduciaries (“408(b)(2) disclosures”), as well as additional disclosures that your plan will be required to make to plan participants (“participant disclosures”). The good news is that your service providers have been gearing up to either meet, or help you meet, these requirements. More>> How Many Fixed Income Investments Belong in a Retirement Plan? [March 2011] Diversification within a retirement plan includes access to a variety of asset classes - primarily cash equivalents, U.S. and international equities, and fixed income. As one of the more conservative asset classes, fixed income is primarily utilized to generate income with limited volatility, making it a somewhat more popular investment given the economic conditions of the past few years. More>> . The Qualitative Investment Review Process [June 2011] Retirement Plan Advisory Group's proprietary ScorecardSM System includes both quantitative and qualitative metrics to evaluate investment managers and their investment strategies. Beyond our ScorecardSM System, RPAG's CFA-led Investment Research group meets regularly with portfolio managers and analysts to ascertain if the portfolio analytics (the quantitative analysis) are supported by the people, process and philosophy (the qualitative analysis). Our qualitative analysis helps explain, and in many cases support, the quantitative analysis. More>>
New Participant Disclosure Requirements - Are You Ready? - August 2011
Like it or not, 401(k) Plan Sponsors are about to face added pressure from their participants like never before. In less than a year, your employees will receive new annual and quarterly statements outlining the fees they are paying in their retirement accounts along with specific investment information, leaving many Plan Sponsors concerned about how they will handle “hard questions” regarding lackluster or poor investment performance and “new” fees that may have previously gone unnoticed. More>>
Trent Grinkmeyer and Kimberley Fulcher Earn Accredited Investment Fiduciary® Designation from fi360 - October 29 2010 Trent Grinkmeyer and Kimberley Fulcher of Grinkmeyer and Leonard Wealth Management have been awarded the Accredited Investment Fiduciary® (AIF®) designation from Fiduciary360 (fi360), an organization offering training, tools and resources to promote a culture of fiduciary responsibility and improve the decision making processes of fiduciaries. More>>
Grinkmeyer and Leonard Wealth Management Recognized as one of Birmingham's Fastest Growing Companies - April 23, 2010
Thanks to our valued clients and hardworking staff, Grinkmeyer and Leonard Wealth Management recently earned the Birmingham Business Journal's prestigious Pacesetters Award. Trent and Valerie would like to thank the many families and businesses who have allowed us to offer guidance and advice throughout the years. Without you, our success would not be possible and we appreciate each and every one of you!
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