Fiduciary Services

We help our clients navigate their fiduciary responsibility through robust, systematic quantitative and qualitative investment analysis by providing detailed yet easily understood fund analytic reports that are tied directly to the criteria set forth in the investment policy statement.

Our diligence goes far beyond the Morningstar® 5-star ratings, focusing also on a cyclical approach to investment selection, monitoring, ongoing documentation, and review, including:

  • Establishment of investment committee
  • Investment policy statement development
  • Fiduciary investment review and due diligence meetings
  • Investment committee meeting documentation
  • Benchmarking of a plan's fees and expenses versus services received