Betsy Custer, Advisor

“Volunteering at the Atlanta Humane Society has been one of my most rewarding experiences. Helping people find companionship and helping animals find a home is a win-win for all involved.”

Betsy Custer’s more than 30 years experience in the retirement plan industry benefits Persium's clients by facilitating favorable outcomes for participants and meeting fiduciary responsibilities. Prior to joining Persium, Betsy led a major financial institution’s client servicing team responsible for institutional retirement plan business. She has been involved with all aspects of retirement plans including: investment menu construction and monitoring, plan design, and vendor selection and management enhancing effectiveness for both plan sponsors and plan participants. Betsy’s extensive knowledge of ERISA, DOL and IRS regulations makes her a proactive advisor for clients’ needs and goals. In 2014, Betsy earned the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies™.

Betsy grew up outside of Philadelphia, PA and started her career in New York City before coming to Atlanta in 1994. She is a graduate of Denison University where she earned a Bachelor of Arts Degree. She lives in the Buckhead area of Atlanta, spends her spare time with family and friends, exercises, and volunteers at the Atlanta Humane Society (AHS). She enjoys participating in AHS’s annual pet parade and is a frequent volunteer with pet adoptions by matching animal rescues with new owners. Regardless of the season, Betsy enjoys spending time relaxing on the beach or enjoying the historic town of Fernandina Beach in Amelia Island, FL.

ph 678.322.3000 / fax 678.322.3059
Persium Group, LLC / 2100 Riveredge Parkway, Suite 1230 / Atlanta, GA 30328

Persium Group consists of three teams: Persium Advisors — wealth management for business owners and other investors, NAVIX — exit planning for business owners, and CoVerity — serving the needs of retirement plan committees.

The Persium Group, formerly known as White Horse, is an independently owned and operated firm that was founded in 2004. In 2010, White Horse Advisors, LLC registered with the Securities and Exchange Commission as an investment adviser allowing us to operate in a product neutral, fee-only investment environment.

At Persium Group, we offer three distinct lines of business. Persium Advisors, LLC is an SEC registered investment adviser offering traditional investment advisory and asset management services. CoVerity™ is a brand name through which we provide investment advice and consulting services to sponsors of qualified retirement plans. Through NAVIX^®, we provide exit planning services to owners of closely held businesses.

Persium Advisors, LLC and its affiliates do not provide tax or legal advice. Clients are urged to consult their tax or legal advisors to understand the tax and legal ramifications of any actions or investments recommended by Persium.