Some Background about our Company
In September 2003, Chief Investment Officer Adam Bold and CEO Scott Revare founded Smart401k with the goal of providing easy-to-understand
401k advice on employer-sponsored retirement plans. Today, thousands of employees across the country rely on the team of advisors at
Smart401k for the guidance they need to make smart decisions about their retirement plan fund allocation.
Our Executive Team
CEO & Founder Scott Revare spent 18 years as a leader of the North American Financial and Human Resources practice for Accenture, the
world's largest management and technology consulting firm. There, Scott became an expert in developing major financial programs and
education for Fortune 500 organizations. Today, Scott is often quoted in the financial media due to his extensive knowledge of employer
retirement plan investing. Like Adam, Scott resides in Kansas City, where he's actively involved in the day-to-day operations of Smart401k.
Chief Investment Officer & Founder Adam Bold is the host of the nationally syndicated "The Mutual Fund Show," broadcast every Saturday
throughout the United States. Adam's investment expertise makes him a frequent guest on national TV financial shows, because he knows how
to talk in terms that are easily understood by most audiences. Adam is a fourth-generation accountant and lifetime Kansas City resident,
yet his advice is heard across the country through his radio show - and through Smart401k.
President Scott Holsopple joined Smart401k from Summit Partners, a $11 billion venture capital and private equity firm. While at Summit,
Scott focused on investments in the financial services and technology industries including the firm's investments in The Mutual Fund Store,
LiveOffice and Globe Wireless. Earlier in his career, Scott was an investment banker at TD Securities, where he worked on a variety of
Mergers & Acquisitions, equity and debt transactions in the telecom industry.
Professional Advisors, Personal Service
Each Smart401k advisor is trained in our fund selection and allocation methodology and is required to become a Chartered Mutual Fund Counselor.
We're careful about the 401k advice you get.
- Our retirement plan advice is guided by Nobel Prize-winning principles shown to help increase your odds of success.
- In every recommendation we make, for both current balances and future contributions, we consider your personal risk comfort level.
- Because we don't work for mutual fund companies or brokerage houses, you can be sure the only interest we're serving is yours.
Our investment professionals are ready to speak with you at any time. Call us toll-free at (877) 627-8401. Or send your question via
e-mail to info@smart401k.com.
Want to know more? Read Smart401k News.