Steven Crps's Contact Details

Steven Crps's Company Details

3(38) Investment Fiduciaries

Simi Valley, California, United States • 2 Employees
Financial Services

𝗟𝗲𝘁 𝘂𝘀 𝗯𝗲 𝘆𝗼𝘂𝗿 𝗙𝗶𝗱𝘂𝗰𝗶𝗮𝗿(𝗲𝗮𝘀𝗲) 𝗮𝗻𝗱 𝗹𝗲𝘁 𝘆𝗼𝘂 𝗘𝗔𝗦𝗜𝗟𝗬 𝘀𝗰𝗮𝗹𝗲 𝘆𝗼𝘂𝗿 𝗽𝗹𝗮𝗻 𝗽𝗿𝗮𝗰𝘁𝗶𝗰𝗲.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.--- 𝗖𝘂𝘀𝘁𝗼𝗺 𝗙𝘂𝗻𝗱 𝗠𝗲𝗻𝘂𝘀 - 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.--- 𝗢𝗻𝗹𝗶𝗻𝗲 𝗣𝗹𝗮𝗻 𝗩𝗮𝘂𝗹𝘁 - 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.--- 𝗤𝘂𝗮𝗿𝘁𝗲𝗿𝗹𝘆 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗥𝗲𝗽𝗼𝗿𝘁𝗶𝗻𝗴 - We provide quarterly investment reporting with commentary