Winning the long game
Enjoy the benefits of customized financial services
Our Story
Our Unbiased Financial Expertise is to your Benefit
Leatherback Investments™ offers boutique investment advisory and retirement plan consulting services to corporations, institutions and high net worth families. Many provide financial services, but few have our focused approach, entirely devoted to creating long term wealth and corporate prosperity. Leatherback’s™ independent structure enables it to select from the broadest range of customized solutions and financial partnerships.
As Leatherback’s™ owner, Eli Fried combines extensive financial experience and a passion for investing to help clients reach their long term objectives. In addition to advising a large endowment fund and serving on the board of the Ripple Effect Entrepreneurs Fund, Eli’s 401k research has been profiled in the Washington Post and referenced publicly by Warren Buffett.
With our core values of trust, expertise, and clarity, we hope to be a strategic partner to your finance and human resource team.
Meet Our Team
Experienced in Dedication and Devotion.
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Eli Fried
CEO
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Nina Shaw
CFA
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Bill Stamaton
CAS, CMFC, AAMS, CRPC
Investment Advisory
Results based on experience, common sense and fairness
Long Term Focused
Using data and expertise earned over multiple market cycles, we help clients plan for the time frame that matters most: the long term.
Tailored To Your Needs
Every client and market is unique and we customize our portfolios and services accordingly. No cookie cutters welcome.
Transparent Advice & Fees
Leatherback Investments™ operates independently and commission free so you know you’re getting guidance that’s in your best interests.
401k Plans
A winning Proposition for Employers and Employees Alike
Attract and RetainTop Employees
By providing your employees with a 401K plan, you can maintain the highest caliber staff for your company.
Create Loyalty Structures for with Optional Matches
Creating a structure that allows your employees’ savings to expand as they grow within your company, ensures that your employees will do their best to increase your company’s success.
Tax Savings for Ownersand Executives
Employers can choose to match their employees’ input into their 401K plan. This can all be done pre-tax, potentially saving employers thousands of dollars.
Simple Pre-tax Savingfor Employees
By signing up for a 401K plan with Leatherback Investments™, you have given yourself a simple and easy way to save your money before it even comes into your hands.
Streamlined and Guided Investment Options for Employees
Being an independent financial advisor, Eli Fried will give you unbiased, customized plans that work just for you.
Employees have Options for Loans and Early Withdrawals
Having access to a 401K retirement plan also give you the option for loans or early withdrawal if ever needed.
Our Trusted Relationships
Payroll
Our 401k plans integrate with all payroll systems. Whether payroll is handled in-house, by massive giants like ADP, Paychex, or expert local and regional firms, our trainers take the time to ensure seamless transfer of 401k contributions.
Investments
Our independent structure provides the flexibility to offer robust yet low-cost funds from Vanguard, Fidelity and hundreds of other money managers, including proprietary offerings from Dimensional Fund Advisors and American Funds.
Legal
401k plans come with a host of regulatory requirements. Leatherback Investments™ has established relationships with top ERISA law firms and incorporates fiduciary processes based on their guidance.
Custodians
Open architecture structure enables access to a multitude of custodian options to ensure the security of clients assets, including Charles Schwab, Fidelity, TD Institutional, Ascensus Trust and others.
Accountants
Our processes actively minimize needless investment taxes, and accountants love us for that! We work with your professionals to maximize the tax benefits and efficiency of investments utilizing tax blocking fund structures, capital gains deferral, tax harvesting strategies. and, of course, 401 and pension plans.
Actuaries
The deepest 401k tax savings are enjoyed by small companies who work with engaged actuaries to create and administer highly customized pension plans. Leatherback™ works with many reputable pension designers to ensure each clients’ maximum long term benefit is achieved.
Get in touch with us today and discover the wealth of benefits.
We want to hear from you
Address: 1750 Cedarbridge Ave. Suite 2, Lakewood, NJ 08701
Call or Text: 732.242.4045
Email: [email protected]