Charleston Office



Qualified Retirement Plan Consulting Services for Employers

Fiduciary investment services

We have no ties to any investment product or plan record-keeper.  Our loyalty is to you our client, and only to you! 

ERISA is clear, as a plan trustee, you have "the highest fiduciary obligations known to man" to your participants.

As such, don't you want an expert responsible for the investments?

  • As an ERISA 3(38) Investment Manager, we take on that role head on, working on your behalf to select some of the best investment options for your participants.

  • As the ERISA 3(38) Investment Manager, we continue to provide ongoing Fiduciary Score monitoring for the investments. 

  • This same client loyalty and fiduciary obligation applies to the plan participants as well in the investment advice we provide to them.