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.

Qualified Retirement Plan Consulting Services for Employers


Charleston Office