Fiduciary Consulting

FamilyWealth AdvisersTM provides advisers with the tools and expertise needed to provide the guidance, resources, and services to qualified retirement plan sponsors to help them manage fiduciary liability when it comes to the investments available for the Plan participants. We provide a platform for both 3(21) and 3(38) fiduciary services:

3(21) Fiduciary Consulting

FamilyWealth AdvisersTM can take on a co-fiduciary role and lessen the burden on plan sponsors to oversee the investments. With our 3(21) fiduciary consulting service, we will provide ongoing investment monitoring reports in addition to templates for conducting ongoing investment reviews with the Investment Committee. This allows you to maintain contact with high level executives and add value to your relationships.

3(38) Fiduciary Investment Management

Going one step further in assisting retirement Plan Sponsors, FamilyWealth AdvisersTM can take on all decision-making and monitoring of the plan investments thereby removing the fiduciary liability from the Plan Sponsor for this oversight.

Why Choose Us?

The FamilyWealthTMAdvisers platform provides advisers with unsurpassed tools and resources to help manage portfolios and streamline the investment process.

The FamilyWealthTM Advisers dedicated service team, along with our state-of-the-art platform provides an all-in-one solution to help  automate the wealth management process and provide a holistic approach to account management.

FamilyWealthTM Advisers technology platform and service team provide the support and resources needed to help clients effectively manage assets.

The team of professionals at FamilyWealthTMAdvisers is dedicated to helping our clients find investing success. Our simple goal of preserving principal while consistently growing capital guides us in our research and investment philosophy.

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