Michael Stern

Vice President at Lamon & Stern, Inc.

Atlanta, Georgia (Greater Atlanta Area)

Investment Management

Michael J. Stern joined Hollis M. Lamon in 1991 to form Lamon and Stern. Mr. Stern graduated with honors from Tulane University with a BA in 1974. He has the series 7, 24 and 63 securities licenses and oversees the correspondent brokerage relationships and all compliance and regulatory issues for the broker dealer. He has been and continues to be an arbitrator for FINRA, the Financial Industry Regulatory Authority. Mr. Stern is an industry arbitrator and serves on both customer and industry related dispute panels. He has acted as sole arbitrator on smaller disputes.

Mr. Stern handles soft dollars and in compliance issues set forth by the SEC and FINRA. He works with hedge funds and money managers to assist them in this arena. Mr. Stern also is a guest lecturer on "Being an Entrepreneur" at the University of Georgia in Athens.

Mr. Stern is also Vice President of Strategic Advisors, an affiliate registered investment advisor firm with Lamon and Stern.

He has been married to Merrill for 30 years and has twin daughters, Jenny and Lisa.

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LAMON AND STERN

We are a well known and accredited investment fiduciary with years of experience in the field of corporate retirement advisement and 401k planning, we provide qualified 401k fee comparisons for companies that are shopping around for the best rates.

Visit our Website: Lamon & Stern Team

PARTNERS

Because of our stellar reputation in the field of financial forecasting Lamon and Stern has amassed an impressive list of partners, which include:

Great West
Iron Financial
Principal
Hartford
Aspire
Matrix
Pension Financial Resources
Thornburg Investment Management
CLS Investments
Nationwide Financial
Nationwide On Your Side Retirement Planner

Please visit our blog for frequent updates: Growing Your Retirement Income

Visit Michael Stern at LinkedIn

IRON Financial - Co-Fiduciary Services Best Fits Both the Company and the Advisor's Needs

IRON Financial : Co-Fiduciary Services

An Independent Fiduciary

IRON is a truly and completely independent fiduciary. We receive no compensation from the mutual funds we select, and accordingly we have no hidden agenda and do not "push" particular investments. This is in sharp contrast to many other providers, who are compensated by the mutual funds they select for your plan. IRON has, and always will, consider this conflict of interest that does not allow for truly unbiased advice. IRON is recognized by Barron's magazine as a "Top 100 Independent Financial Advisor". (2007 – 2010)

IRON Financial's Co-Fiduciary Services Best Fits Both the Company and the Advisor's Needs

With IRON, retirement plans can have a platform that meets the demands of the company and the employees.

IRON Added Value

Independent investment selection, monitoring and replacement in accordance with the plan Investment Policy Statement
Communication with the broker of record and plan sponsor from the point of sale forward
Quarterly newsletter with educational materials and plan investment performance, if requested

Custodial Platform Value

Index based Target Date and "Risk" based investments
Fund window that allows participants to access all available mutual funds
Self directed brokerage – employees can direct their own accounts as they see fit
Web-based educational and fiduciary tools
Quarterly and annual plan fiduciary reviews
Complete transparency with fee disclosure

Hollis Lamon
Lamon & Stern
Atlanta, Georgia

Contact Hollis Lamon of Lamon & Stern today for all your retirement planning needs! 770-951-8411