3(38) Investment Fiduciaries
Financial Services - Simi Valley, California, United States
3(38) Investment Fiduciaries Employees
3(38) Investment Fiduciaries Senior Management
3(38) Investment Fiduciaries Details
๐๐ฒ๐ ๐๐ ๐ฏ๐ฒ ๐๐ผ๐๐ฟ ๐๐ถ๐ฑ๐๐ฐ๐ถ๐ฎ๐ฟ(๐ฒ๐ฎ๐๐ฒ) ๐ฎ๐ป๐ฑ ๐น๐ฒ๐ ๐๐ผ๐ ๐๐๐ฆ๐๐๐ฌ ๐๐ฐ๐ฎ๐น๐ฒ ๐๐ผ๐๐ฟ ๐ฝ๐น๐ฎ๐ป ๐ฝ๐ฟ๐ฎ๐ฐ๐๐ถ๐ฐ๐ฒ.3(38) Investment Fiduciaries is a solution for plan sponsors who want to minimize their retirement plan fiduciary investment exposure. We partner with financial advisors and plan consultants to build the investment offering available to their plan sponsor clients.--- ๐๐๐๐๐ผ๐บ ๐๐๐ป๐ฑ ๐ ๐ฒ๐ป๐๐ - Tailor build your plan's investment menu based on asset classes, fund family, cost, etc. Our office can provide standard lineups or can take client direction.--- ๐ข๐ป๐น๐ถ๐ป๐ฒ ๐ฃ๐น๐ฎ๐ป ๐ฉ๐ฎ๐๐น๐ - Organize and view your client data through our single sign-on online plan vault. Best of all, plan sponsor clients will also receive a login for their particular plan.--- ๐ค๐๐ฎ๐ฟ๐๐ฒ๐ฟ๐น๐ ๐๐ป๐๐ฒ๐๐๐บ๐ฒ๐ป๐ ๐ฅ๐ฒ๐ฝ๐ผ๐ฟ๐๐ถ๐ป๐ด - We provide quarterly investment reporting with commentary
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