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.

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Get to Know Terry O’Prey, Managing Director of Non-Qualified Services
Optimistic, innovative, determined – these are the three words Terry O’Prey, Managing Director of Non-Qualified Services at Newcleus, uses to […]

Newcleus, Recognized as a Great Place to Work,® Celebrates Outstanding Workplaces
Newcleus, Recognized as a Great Place to Work,® Celebrates Outstanding Workplaces May 17, 2021- Newtown, PA – Newcleus, the […]

Managing Directors Fabrizio D’Uva and Charlie Abboud join Newcleus with Account Executive Amanda Hoffman
For Immediate Release – Managing Directors Fabrizio D’Uva and Charlie Abboud join Newcleus with Account Executive Amanda Hoffman NEWTOWN, Pa., […]