Professional Fiduciary Services LLC
Financial Services - San Luis Obispo, CA, US
Professional Fiduciary Services LLC Employees
Professional Fiduciary Services LLC Details
The Professional Fiduciary Services Group serves as an unbiased, independent fiduciary or trustee to mid-market institutional investors including ESOPs and retirement trusts. The firm was formed in 2007 and has been growing rapidly ever since. Transaction values have ranged from under $1,000,000 to over $250,000,000. We work with a variety of investment bankers, custodians, and money managers in an open architecture environment. Many of our clients are based in the upper mid-West; however, satisfied clients have referred us to new relationships on both coasts and the Southwest. Roles include transactional fiduciary, fiduciary committee member, independent board of director member, and ESOP trustee.
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