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Two West Advisors / Spencer Fane



Two West Advisors is an independent fee-based advisory firm specializing in retirement plan and investment advisory services for plan fiduciaries and their employees. At the start, Two West sets goals and objectives with a written Service Plan then helps you track timing, frequency and delivery on a secure plan sponsor portal. With a business philosophy “to infuse value by serving others,” Two West stands independent of product and welcomes the responsibility to become your trusted fiduciary partner.


RFP Vendor Analysis & Benchmarking:

B3 Provider Analysis™ (40+ Providers, 350+ Data Points, Fee, Service & Investment Review)

Fiduciary Fitness Program™

(Report Card, Fiduciary Plan Review™ & Modules, Reference Guide, Fiduciary Briefcase™)

Investment Due Diligence:

(Fiduciary Investment Review™, Quarterly Market Review & Fund Scorecard, Investment Policy Statement)

Impactful Education: (YOUniversity™, Enrollment Support, Group & Individual Meetings)


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