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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- OptimaBridge harbor
- Established Date
- 06-27-1991
- Office Locations
- 5
Office Locations
About Ingham Retirement Group
Daybright Financial (formerly Ingham Retirement Group) is a national, independent retirement plan consulting and investment advisory firm providing recordkeeping and actuarial services, plus IRA rollovers and customized wealth management and estate planning. Serving employers, employees, advisors, and individual investors, its SMA mix emphasizes municipal and investment‑grade corporate bonds with ETF exposure. Notably, it was the first U.S. recordkeeper to earn CEFEX/ASPPA recordkeeper certification and holds CEFEX investment advisor certification.
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Owner & Executives
MARC JEFFREY EICHBERG
SENIOR VICE PRESIDENT, Vice President
- CRD
- #1525953
- Ownership
- Less than 5%
patrick william hale
President
- CRD
- --
- Ownership
- Less than 5%
Prime value
Pioneer element north
- CRD
- #75741
- Ownership
- 42.1%
Showing 2 of 6 owners & executives
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NEETA BALANI
Portfolio Analyst
- CRD
- #5575636
EMMANUELLE MELISSA Banaszak
--
- CRD
- #5413940
Pioneer radial
Capital horizon
- CRD
- #16589
Showing 2 of 15 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $983,867,084 | $1,161,590 |
| Non-Discretionary | $1,631,656,598 | $7,806,969 |
| Total | $2,615,523,682 | $2,476,822 |
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Separately Managed Accounts
Total SMA Asset: $2,615,523,682
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $171,636,184 | 28.1% |
| Municipal Bonds | $199,733,210 | 32.7% |
| Corporate - Investment Grade | $102,615,227 | 16.8% |
| Equity - Exchange | $136,820,303 | 22.4% |
| Total | $610,804,924 | 100.0% |