Procourse Fiduciary Advisors, LLC

ProCourse Fiduciary Advisors, LLC, operating as MJ Retirement, is an SEC-registered investment adviser founded in May 2012. The firm specializes in providing customized advisory services to retirement plan sponsors, foundations, corporations, and individual investors. As of December 2024, MJ Retirement manages over $1.6 billion in client assets on a discretionary basis and over $3.4 billion on a non-discretionary basis. The firm offers services such as investment policy statement development, asset allocation analysis, investment manager search and due diligence, and fiduciary training for retirement plan clients. Additionally, MJ Retirement provides wealth management services, including financial planning and investment advisory services based on clients' goals and risk tolerance. The firm acts as a co-fiduciary under ERISA and is a wholly-owned subsidiary of MJ Insurance, Inc. The Chief Executive Officer and Chief Investment Officer is Douglas G. Prince, and the Chief Operations Officer is Brea Dantin. MJ Retirement does not charge performance-based fees, manages accounts on a discretionary basis, and does not accept authority to vote client securities. The firm's fee structure for institutional clients is negotiable, while wealth management clients are charged a percentage of assets under advisement. MJ Retirement maintains a relationship with Stifel, Nicolaus & Company, Incorporated, and has adopted a Code of Ethics to ensure client interests are prioritized. The firm does not have any reportable legal or disciplinary actions.