Investment Risk Assessment

We help investment committees prepare for tougher fiduciary standards by examining the impacts, strategic opportunities, and investment decision making resources they rely on.

Three reasons to get a second opinion

If you’re like most people who serve in a fiduciary capacity, you’ve relied on a recordkeeper, investment advisor, or your own committee’s selection of mutual funds for your organization’s retirement plan. But what if a second opinion could change your risk exposure and your plan’s outcomes? So when should you consider a second opinion?

When your investment lineup exceeds the number of funds that trigger breach of fiduciary lawsuits.
When you aren’t sure if fees paid for investments and recordkeeping services would be deemed excessive.
When you have questions about how your investments may perform in volatile market conditions.

Knowledge breeds confidence. Learn how your investment portfolio looks through the eyes of a professional investor.

Contact us for a preliminary evaluation