3(21) and 3(38) Fiduciary Services

As your Investment Fiduciary, we analyze the most current data and options and help you make decisions that are in your and your employees’ best interest. We can coach you through the process in two ways:

As a 3(21) Fiduciary Investment Advisor, we give recommendations regarding your employee benefit plan.

As a 3(38) Fiduciary Investment Manager, we manage accounts and make decisions from available options in the best interest of your employees.