Institutional Fiduciary Assurance, LLC.

Non-Profit - Blue Ash, OH, US

Institutional Fiduciary Assurance, LLC. Employees

Thomas Dupuis

Director of Legal Affairs Attorney at Law

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Ed Arbaugh

Director of Client Relations and Development

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Institutional Fiduciary Assurance, LLC. Details

IFA partners with endowments, foundations, charitable trusts, corporate and institutional retirement plan sponsors and their investment advisors to identify opportunities for organization improvement by exposing conflicts of interest, complying with federal rules, assessing the reasonableness of investment management fees and mitigating fiduciary liability. We provide safe, measured fiduciary process and independent certification that is scalable and cost effective to enhance organization competency and cultivate confidence among stakeholders. Setting Standards. Proving Value. Enhancing Society.

Website: ifassurance.com

Employees: 5 - 9

HQ: 513-376-8828

Location: Blue Ash, OH, US

Revenue: Not Available

Service Provider Selection and Monitoring Investment Strategy and Selection Investment Benchmarking Test for Reasonableness of Fees Process for Reviewing Fiduciary Competency Ongoing Education Fiduciary Certification

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