Flexibility.  Customization. Confidence.
Cleveland Hauswirth specializes in managing the Qualified Plans of privately held companies. As a Registered Investment Advisor (RIA) registered by the Securities and Exchange Commission (SEC), our team acts only in plan participants’ best interest.

The open architecture of our plans allows complete flexibility for customized investment choices, pricing and the handling of fees, administration, education and employee communication.

Meanwhile, our time-tested asset allocation models have provided solid investment performance.

401(k) and Profit Sharing        

Pension and Defined Benefit (DB) Plans