Minimize Fiduciary Liability

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.