fiduciary
consulting
FIDUCIARY CONSULTING BENEFITS
- Work with a team that has deep knowledge of the applicable laws, trust provisions, and industry standards required of a fiduciary.
- We work with you to develop strategies on investing that bring better value than traditional investment vehicles while still meeting all fiduciary guidelines.
- Our proprietary client portal gives you 24/7 access to all plan documents, reports, and financial performance information, as well as all compliance and due diligence.

knowledge center

Improving CEO and Board Member Communications
When people think of board member and credit union communication, many may initially think of conflict. The most successful credit […]

Communicating with Established Board Members
Communication within the board room is essential to the success of your credit union. While it may be easy to […]

Frequently Asked Questions about CUOLI
Investing in Credit Union Owned Life Insurance (CUOLI/COLI) as a strategic benefits opportunity for your key executives can provide major […]