Fiduciary Advisors, Inc. -- Providing an objective approach to the investment management process and performance of fiduciary duties
Fiduciary Advisors, Inc. was created to assist individuals, retirement plan sponsors and other fiduciaries with the management of their investments. Our goal is to produce an overall investment strategy and to provide ongoing investment advice and technical support. We help our clients develop or define components of prudent investment strategies: investment policy statements, asset allocations, implementation procedures and performance monitoring standards. Because we are advisors --not brokers-- we can deliver complete objectivity in the selection of investment vehicles to achieve chosen asset allocations.
Are you in compliance with the new 401(k) Fee Disclosure Regulations that took effect on July 1, 2012?
The answers to these questions summarize many of the important elements of the fee disclosure rules and their implications for you.
Our team of retirement plan professionals is available to provide technical support to retirement plan sponsors by providing oversight of 401(k) Plan operations, assistance with plan document issues or questions, solutions to compliance problems, ERISA audit support and vendor searches.
We Provide Solutions, We Don't Sell Products
Contact us for more information, or to schedule a free consultation.