Conflict-free, Open Architecture
Your retirement plan investment portfolio should be free of bias or incentive driven investments. HBKS Wealth Advisors offers most publicly traded mutual funds and exchange-traded funds (EFTs), and is not limited to company-sponsored or incentivized investment products.
- We use our conflict-free, open architecture platforms with access to more than 15,000 investment options, leaving us free to focus solely on best-in-class funds.
- The flexibility of an open architecture solution allows us to build an extraordinarily competitive investment lineup for retirement plan sponsors.
- We are not subject to the limitations and pressures of the typical marketplace based on the performance of limited investment alternatives.
Investment advisory services are offered through HBK Sorce Advisory LLC, doing business as HBKS Wealth Advisors, an SEC registered investment adviser. Insurance products are offered through HBK Sorce Insurance LLC. Visit hbkswealth.com for relevant information, disclosures and disclaimers.