FIDUCIARY

Our diverse areas of expertise are designed to fit plan needs.

We can assist fiduciaries with any or all of these tenets from
the Center for Board Certified Fiduciaries:

01.

Engage

Define roles and responsibilities

State goals and objectives

02.

Identify risks and assets

Identify time horizons and expected outcomes

03.

Define the strategy

Communicate the strategy

04.

Implement the Strategy

Formalize Financial Controls and procedures

05.

Monitor

Scrutinize for conflicts and self-dealing

06.

This is a step ARC added.
We read a lot, and keep clients appraised of industry best practices