A Boutique Approach to Serving Businesses

Your employees are like family and we know you want the best for them. As a family business, we understand, and we’re here to support you in providing the best possible retirement plan for your employees. Stokes Institutional is a fiduciary to local businesses on retirement plan offerings with an emphasis on hands-on service, operational precision, cost efficiency, and employee education.

Stokes Institutional serves as a 401k Fiduciary. What does that mean? We work exclusively for our business owner clients by offering:

To Plan Sponsors & Trustees:

Plan Governance – Structured Processes and Coordinated Documentation
Fiduciary Coverage – 3(38) & 3(21) Fiduciary Services
Fee Transparency – Fee Benchmarking, Overall Cost Studies
Provider Management – Fee Negotiations and Service Upgrades

To Plan Participants:

Group Plan Education
One-on-one assistance
Holistic Financial Wellness Assessments
Professionally Managed Model Portfolios

An Independent Approach
to Serving Institutional Clients

Client Testimonials

"Since December 2017, SFO has provided an investment policy and structure that has been beneficial to our 401k and Pension Plans for Coburn Supply Company, Inc. and its employees. They take pride in making sure the best service is provided to both the Company and employees. SFO is always willing and eager to help with whatever is needed. I am thankful for SFO and its team for the positive impact they have made on behalf of our Company and our employees."

Disclosure

Coburn Supply Company

"The folks at Stokes Family Office have been handling our 401k retirement plan for more than 20 years. Whether it’s employee education, keeping us up to date with the latest regulations or just solid returns, they are a wealth of information and are always willing to go the extra mile to ensure our satisfaction. We’re happy to have them on our team."

Disclosure

Frischhertz Electric