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(216) 348-8082

Minimize Fiduciary Liability

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Requirements

  1. Understand Fiduciary Responsibilities
  2. Investment Policy Statement
  3. Comply with ERISA 404(c)
  4. Comprehensive Due Diligence Process
  5. Fiduciary Liability Insurance
  6. ERISA/Pension: Fidelity Bond

Our goal is for investors to achieve superior long term performance through disciplined investment processes and proper diversification strategies.