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Fitzmaurice Investment Management Services, Llc

Fitzmaurice Investment Management Services is a member of NASD, the National Association of Securities Dealers. NASD is a self regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.

Fitzmaurice Investment is revolutionizing the delivery of employee benefits advice to mid size companies. They are a rapidly growing, dynamic employee benefits consulting firm organized to deliver health and welfare consulting advice and brokerage services to mid sized companies. Fitzmaurice Investment provides their clients with a superior model of benefits planning. The foundation of this model is a team of top consultants who are the best in the employee benefits industry.  Their consultants partner with their clients to assure that allocated benefit dollars are spent most effectively.

In addition to their benefits consulting practice for mid size companies, Fitzmaurice Investment specializes in providing Due Diligence services to financial and strategic buyers. Their area of expertise is evaluating the Health and Welfare component of a transaction.

Fitzmaurice Investment currently teams with a number of Private Equity buyers based in the US and overseas. Review a few of their Case Studies, which demonstrate how Fitzmaurice Investment has protected the interests of the buyer by Shifting liability back to the seller; and Providing negotiation leverage for purchase price reduction; and, Smoothing benefit transition issues for employees.

Fitzmaurice Investment provides their clients with Web based employee benefit communications through a fully customized Online Benefits Office. They leverage today's technology to improve access to information, thereby providing employees with a greater knowledge and appreciation of company sponsored benefit plans.

Fitzmaurice Investment creates and maintains a customized, secure and user friendly Online Benefits Office for their clients. This technology empowers employers, employees and family members by allowing them to Access benefit information 24 hours a day from anywhere, Participate in employee self service, Reduce administrative workload, Access important employer, vendor and insurance company forms, Choose and select participating providers online, Investigate the impact of important life events.

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