Fiduciary Responsibility and Governance
How are you managing standards of care and fiduciary risk? Our Fiduciary Fitness Process helps you effectively manage your fiduciary responsibilities while reducing your overall level of liability.
- CEFEX certified fiduciary management process
- Documentation and storage of fiduciary processes
- Comprehensive fiduciary education program
- Development, maintenance and execution of an appropriate Investment Policy Statement (IPS)
- Provide a 3(38) fiduciary platform