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Fiduciary Consultation

This service provided through Total Financial Resource Advisory, Inc. is designed to assist Plan Sponsors, Investment Stewards, Investment Managers and Investment Advisors (“Fiduciaries”) to understand and meet their ongoing legal duties as required under the Employee Retirement Income Security Act (“ERISA”), the Uniform Prudent Investor Act (“UPIA”), the Uniform Prudent Management of Institutional Funds Act (“UPMIFA”) and the Uniform Management of Public Employee Retirement Systems Act (“MPERS”.) Specifically we help to Organize, Formalize, Implement and Monitor the practices, procedures and processes that a Fiduciary should follow to demonstrate prudence in managing investment decisions. We will assist the Fiduciary in the adoption and implementation of an FSPM™ (Fiduciary Statement of Plan Management™ or Fiduciary Statement of Portfolio Management™.) The FSPM™ forms the basis of an intelligible prudent process that will bring fiduciary imperatives into practical application. Furthermore, the FSPM™ will help the Fiduciary to understand which investment strategies, products and techniques fit into their priorities, and which do not.