The Fiduciary Trail®
All fiduciaries leave a governance trail. Our job is to help make it a strong one.
FIA thoroughly documents the rationale for arriving at each decision made, creating an evidence trail that validates the decision-making process while justifying the conclusions reached.
FIA applies a disciplined approach to help you address a comprehensive list of governance topics over the course of a year that are relevant to your specific plan type, be it a defined contribution plan, a traditional pension plan, an endowment, or a foundation.
Make Your Trail