Fiduciary Investment Review™

Periodic investment review lies at the heart of every investment committee’s fiduciary responsibility. Our Fiduciary Investment Review™, provided quarterly, delivers the investment summary and actionable information you need to capably monitor your retirement plan. Fiduciary Investment Review™ is emailed to your investment committee in advance of every meeting for your early readers. Our representatives deliver the Fiduciary Investment Review™ by bringing electronic tablets to your meetings. Following each meeting, written minutes are added to the Fiduciary Investment Review™ which is uploaded and stored on the cloud-based Fiduciary Briefcase for compliance archiving. Your investment committee, plan attorney, auditor and other interested parties can (at your election) access the Fiduciary Briefcase for convenient retrieval of all archived fiduciary process and investment consulting work. Electronic tablets speed up your committee's review and assimilation while improving environmental sustainability.