About us

SIMPLIFYING DECISION-MAKING

We produce impeccable research and deliver it in a way that simplifies the management of an investment decision-making process.

Roland|Criss Investment Research, LLC is an advisory firm founded on the premise that investment guidance for retirement plan committees should be easy for their members to grasp, adhere to high standards of expertise and fiduciary care, and be priced better than industry norms.

We want to profit with our clients in their pursuit of fiduciary excellence, not from their plan participants’ hard-earned savings. That’s why our model doesn’t rely on fees based on the size of a plan’s assets.

The end result is a strategy approach that is both strong enough to capture unimaginable possibilities and realistic enough to ensure prudent decision-making. It is a technique that guides an investment committee through the adjustments of the present while producing outcomes that reframe the future.

The plan is what makes the vision a reality.

We think the members of retirement plan oversight committees should have supreme confidence in their decisions. We’ve developed steps that allow committee members to advance beyond the elementary issues that define their legal duty to a full understanding of the factors that drive investment outcomes.

We think relationships, growth, and impact are the foundation for building an enterprise where people love to work.

We foster a low ego atmosphere and demand excellence at all times. We support open offices and flat organizational structures. We communicate in ways that promote trust, conduct business transparently, and have one another’s backs as we do with our clients.

We acknowledge individual efforts, and we rejoice together when we succeed. Every team member is welcome to speak up on any aspect of the organization. We all have a passion for our purpose and a willingness to collaborate to forge enduring solutions that impact our clients and staff.

We were formed by Roland|Criss Fiduciary Services. Its decision to launch our firm began with an idea; stewardship and actions that adhere to stewardship principles are the keys to unlocking a retirement plan’s full potential. That’s as true with investment decision-making as it is with our founder’s focus on plan governance and operations.

When we started operations in 2018, we had prepared a foundation based on empathy for those who oversee employee benefit plans using new approaches to investment counsel. Reaching far beyond the prevailing mindset in that era dominated by profit-obsessed investment firms, our founders passionately believed that comprehensive advice, priced on a dramatically different compensation model, could improve retirement outcomes, eliminate the information gap that exists between many advisors and the committees they serve, and cut the risk of litigation for plan fiduciaries and their employers.

Our heritage as respected stewards sets us apart. And it all starts with character.

We’re changing investment advice for retirement plans for the better.

Join us as we build the advice model of the future and change people’s financial lives.