The Fiduciary Trail®

The Fiduciary Trail® represents documentation of the process by which fiduciaries arrive at decisions pertaining to the pools of assets that they oversee. FIA formats the materials it prepares for clients in a manner that thoroughly supports and documents the rationale for arriving at these decisions. The aggregation of our work product creates the trail for our clients and offers evidence to vested parties that validates the decision-making process itself while justifying the conclusions reached.