fiduciary
consulting

Whether an independent fiduciary or part of an organizational team, you’re interested in credible, effective solutions for your clients that encompass comprehensive and unbiased investment strategies. Newcleus understands the fiduciary responsibilities and stands ready to tailor investment strategies that meet your overall client goals.

Institutional Trustee Consulting Fiduciary Consulting Deferred Compensation Plan Consulting Benefit Consulting Compensation Consulting Retirement Plan 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.
Board members talking with Newcleus advisors about fiduciary consulting.

knowledge center

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Should you lower the rate on your CEO/Executive’s Split-Dollar Loan?

Should you lower the rate on your CEO/Executive’s Split-Dollar Loan?

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