Fiduciary Consulting

FamilyWealthTM Advisers provides qualified retirement Plan Sponsors with the guidance, resources, and services needed to help reduce fiduciary liability when it comes to the investments available for the Plan participants. We provide both 3(21) and 3(38) fiduciary services for corporate plans nationwide.

3(21) Fiduciary Consulting

FamilyWealthTM Advisers 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 conducting ongoing investment reviews with the Investment Committee.

3(38) Fiduciary Investment Management

Going one step further in assisting retirement Plan Sponsors, FamilyWealthTM Advisers 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 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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