About Retirement Advisors of America
At Retirement Advisors of America, a PHH Investments Company, we recognize there is an array of choices available to airline pilots as they head towards retirement. The amount of information available can sometimes be overwhelming. We strive to provide every potential client with accurate and dependable information. We appreciate that you have taken the time to find out more about the services we offer, and invite you to contact us with any questions.
History
Retirement Advisors of America is a national, fee based Investment Advisor that is registered with the U.S. Securities Exchange Commission. Headquartered in Dallas/Fort Worth Texas, Retirement Advisors of America also has an office in Palm Desert California, as well as a team of highly qualified and educated marketing representatives throughout the country. It is the oldest investment firm specifically focused on serving the retired airline market, and has a history that dates back more than 25 years. Currently, Retirement Advisors of America manages approximately $1.5 billion dollars for over 1,800 families.
Experience
Our professionals have a variety of designations and credentials ranging from CFP® to CFA® to CPA. When you partner with Retirement Advisors of America, you benefit from the expertise of portfolio managers with decades of combined experience.
Philosophy
Retirement Advisors of America is dedicated to long term relationships with our clients. This commitment permeates everything we do, and is one of the driving factors to our success. Our investment philosophy is the cornerstone to the service we offer clients.
Our foundation is centered on the approach that, in the short term the market is a reacting machine, but in the long term the market is always a valuation machine. Investors must look past the short term voting of the market and establish positions that are based on fundamental approaches to valuation. At Retirement Advisors of America, we not only dive into the day-to-day dynamics and swings of the market in order to understand them, but in the end we know that a superior track record is based on the understanding that valuations count.
Value
The months leading up to retirement can be a turbulent time in the life of any pilot. As the final flight approaches, the number of decisions that need to be thought through and implemented can increase substantially in a short amount of time. Our 25 years of experience serving retired airline pilots has equipped us to answer many of the unique questions confronting you at retirement. Utilizing our unique proprietary models, it is our goal to help clients navigate the months leading up to their final flight with ease and security.
While many investment companies can help manage your assets after retirement, there are few that are able to help advise you in the crucial months leading up to the final flight. Here at Retirement Advisors of America we strive to provide value and education to you from the moment we meet. This value is not simply an ideal of investment performance and management, but is designed to help you make solid decisions regarding issues ranging from withdrawal rates to estate planning.
The needs and priorities of you and your family members are our focus. Astute investment management may involve college education planning for a child or grandchild, or preparing for medical expenses. This is what we mean by financial security – the ability to meet financial needs and demands as they arise because you have planned well. A business based only on the numbers does not address the most fundamental issues we face – the growing and changing circumstances of our daily lives. At Retirement Advisors of America, we treat your portfolio as if it were our own. The professional decisions we make are based on market research and current trends.
