Broker Check

Our Approach

We take the time to work with plan sponsors to learn about their plan.  We Organize, Formalize, Implement and Monitor.

We employ the fi360 fiduciary Quality Management System.

 

1. Organize - Review your plan and help identify fiduciary risks and potential improvements.

2. Formalize - Use industry best practices to create an IPS (Investment Policy Statement) as a guideline for ongoing management.

3. Implement - Putting the plan into action. Including low-cost, institutional class investments.

4. Monitor - Continually monitor the funds to ensure that they meet IPS criteria. Make changes as necessary.

Fiduciary360 is the recognized industry expert on the subject of investment fiduciary responsibility.  Click the orange icon to learn more about fi360.