We are an independent Registered Investment Advisory firm that improves 403(b) retirement plans for Nonprofits by meeting with each employee and by reducing risk for the organization's officers and board members.
We enjoy serving this sector because we value the work nonprofits provide and the gaps they close for society. Our personal backgrounds makes us familiar with the joy of working with people to help others.
Other 403(b)/401(k) plan services provided by PDS are investment selection, portfolio building, financial planing, committee meeting facilitation, plan bench-marking, investment monitoring, plan consulting, cost control, plan origination and meeting minute management.
Ty has worked with investments and retirement plans since 1989 has volunteered at various levels for literacy tutors, home builder, Urban Peak, Bridge to Justice and the Littleton Lion Lacrosse Club. He lives with his wife and 2 teenage daughters and they enjoy soccer, skiing, camping and
Member information on these pages is provided for non-commercial use. You may not use this site or information found at this site (including the names, emails, phones and addresses of those who submitted information) for selling or promoting products or services, soliciting clients, or any other commercial purpose.