Are you concerned about changes in fiduciary regulations and how they affect you? If so, our financial advisors can help. We take you through a five-step process that will help ensure your investment program follows a comprehensive strategy that is structured in the best interest of your beneficiaries and to assist with your potential fiduciary responsibility..
We assist our clients in developing the basis and framework for following a disciplined investment process and help to keep fiduciaries from making ad hoc investment decisions influenced by emotions and market media. Furthermore, we distinguish between what is required by law and what represents a generally accepted practice in the investment industry and acknowledge our fiduciary status in writing.
Further information on fiduciary services is available in our investment consulting to retirement plans area of our website. However, here are some highlights of a few items that should be addressed as plan fiduciary duties:
- Understand Regulations
- Processes and Due Diligence
- Monitor and Select Investment Options
- Review and Benchmark Plan Expenses
- Partner With a Retirement Plan Investment Advisor
When you come to PMFA, you know you’re working with advisors who believe in and take pride in serving their clients. You get investment consulting and services on a level that’s elevated above par, from advisors who truly care. You can take comfort in the fact that you have a committed financial advisor on your side. We’re firm believers in the ideology of real client care, and our clients believe in it too.
The result? Our clients gain peace of mind from the confidence that we will do everything in our power to protect them and their interests. It’s what we’re known for.