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     * Gary Handler
     * Lisa Detanna
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   * Wealth Managers
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   * About Raymond James
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 * Beverly Hills-3BH
   9595 Wilshire Blvd. Suite 801 Beverly Hills, CA 90212-2508
   Map and Directions Map and Directions


A BROADER PERSPECTIVE FOR YOUR RETIREMENT PLAN

As your retirement plan consultant, the Handler Investment Consulting Group of
Raymond James will take a disciplined and insightful approach to supporting you.
With more than three decades of experience managing investments for qualified
and nonqualified retirement plans, we have a diverse range of skills and
specialized capabilities to help plan sponsors handle their fiduciary
responsibilities.

A thriving plan with engaged participants is within reach. From acting as
co-fiduciary to your plan to assisting you in reviewing all investments and
vendors, we are your steady advocate committed to helping you pursue your
objectives.1

Schedule a consultation

5x

five-time financial times 401 top retirement advisor2(2016 – 2020)


OUR EXPERIENCE. YOUR SOLID FOUNDATION.

With a 33-year track record of discretionary management for large retirement
plans and institutions and over $2 billion in assets under management3, we’ve
built a reputation in the retirement planning industry when it comes to
enhancing clarity and confidence for sponsors of defined contribution, defined
benefit and nonqualified plans.

Discover what sets us apart
200

200+ years of combined team experience


YOUR RETIREMENT PLAN, OPTIMIZED

Whether you’re in search of a new sponsor or need assistance reviewing your
current plan, our advisors offer comprehensive guidance tailored to your needs.

See our capabilities
3(21)

Gary handler can provide investment advisory services as an erisa fiduciary in a
3(21) capacity1

A WEALTH OF INSIGHT



We’re a tenured group of advisors with more than two centuries of combined
experience.

FIND STRENGTH IN A STEADFAST PARTNERSHIP

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 * 9595 Wilshire Blvd. Suite 801 Beverly Hills, CA 90212-2508
   
   
 * Map & Directions
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1As set forth and subject to applicable agreements.

2Financial Times 401 Top Retirement Advisors, October 2020. The Financial Times
401 Top Retirement Advisors is an independent listing produced annually by the
Financial Times (October 2020). The FT 401 Top Retirement Advisors award had 401
of the 855 advisor applicants being recognized as a Top Retirement Advisor. The
FT asked large U.S. brokerages, independent advisors and other wealth managers
to identify qualified direct contribution (DC) plan advisor applicants. It
partnered in research with Broadridge Financial Solutions, which provided unique
data from its proprietary database to help identify qualifying candidates.
Financial advisors were required to manage $75 million or more in DC plan assets
and have DC assets account for at least 20% of their total AUM. Qualifying
advisors filled out an online application and questionnaire that gave the FT
more information about their practices. The FT 401 is based on data gathered
from advisors, regulatory disclosures and the FT’s research. The listing
reflects each advisor’s status in six primary areas: DC plan AUM, DC AUM growth
rate, specialization in DC plans, years of experience, advanced industry
credentials and compliance record. Roughly 80% to 85% of the final score is
based on DC plan AUM and growth in the DC plan business (measured by plan
numbers and plan assets). Additionally, to provide a diversity of advisors, the
FT places a cap on the number of advisors from any one state that’s roughly
correlated to the distribution of millionaires across the U.S. This honor is not
indicative of an advisor’s future performance. Neither the advisors nor their
parent firms pay a fee to the FT in exchange for inclusion in the FT 401.
Neither Raymond James nor any of its financial advisors or RIA firms pay a fee
in exchange for this award/rating. Raymond James is not affiliated with the
Financial Times.

3Assets as of 1/31/2022

 

Raymond James financial advisors may only conduct business with residents of the
states and/or jurisdictions for which they are properly registered. Therefore, a
response to a request for information may be delayed. Please note that not all
of the investments and services mentioned are available in every state.
Investors outside of the United States are subject to securities and tax
regulations within their applicable jurisdictions that are not addressed on this
site. Contact our office for information and availability.

Links are being provided for information purposes only. Raymond James is not
affiliated with and does not endorse, authorize or sponsor any of the listed
websites or their respective sponsors. Raymond James is not responsible for the
content of any website or the collection or use of information regarding any
website's users and/or members.

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