Bryce Sowitch

Background

About Bryce Sowitch

Bryce is responsible for plan benchmarking and design, fiduciary and investment advisory services. He focuses on defined contribution/benefit plans for businesses, institutions and non-profits. Bryce attended North Dakota State University and graduated from University of Minnesota-Moorhead with a degree in finance. Bryce has earned three professional designations: CIMA, AIF and CBFA. The Certified Investment Management Analyst designation was earned from the Wharton School of Business. CIMA professionals integrate a complex body of investment knowledge, ethically contributing to prudent investment decisions by providing objective advice and guidance to individual and institutional investors. The Accredited Investment Fiduciary® designation represents a thorough knowledge of and ability to apply the fiduciary Practices. Bryce became one of 100 advisors in the country to earn the Certified Behavior Finance Analyst™ from the Allianz Global Investors Center for Behavioral Finance. Grounded in academic research, the program provides behavioral finance solutions to improve plan design in three key areas: participation, savings rates and investment menu health. Awards/recognitions by unaffiliated rating services, companies, and/or publications should not be construed by a client/prospective client as a guarantee that he/she will experience a certain level of results; nor should they be construed as a current or past endorsement of IFAM or its representatives by any of its clients. Rankings published by magazines and others are generally based exclusively on information prepared and/or submitted by the recognized advisor.