Fiduciary Investment Advisors provides sponsors of defined contribution plans a full array of services designed to assist with and enhance the fiduciary oversight of their employee retirement plans. We customize our solutions for each plan, recognizing that each institution has unique qualities and needs.
The FIA process establishes clearly articulated goals and objectives, an appropriately designed and properly diversified fund menu, a method to objectively evaluate investment performance and appropriate fee structures. Documenting this process provides the plan sponsor with confidence in knowing they are meeting their obligations as a fiduciary. We call this creating The Fiduciary Trail®.