Sentences with phrase «independent fiduciary services»

It is very safe to use as all client fiat funds are held by a third party, ILS Fiduciaries (Switzerland) Sarl, the Swiss branch of ILS World, a global provider of independent fiduciary services.

«The optimal financial services firm leverages the competitive spirit of Wall Street, bringing the cream to the top, and does that inside an independent fiduciary service model, which is optimal to the individual investor.»

Not exact matches

The brand recognition and company culture, one of service provision rather than product sales, continually attracts independent advisors and fiduciary mom - and - pops to Weissbluth's firm.

Chetney expects much of the demand for the new Morningstar service will come from independent broker - dealers such as LPL, Commonwealth Financial Network and Cambridge Investment Research, which could mandate that their advisors use a third party to assume the fiduciary responsibility for defined contribution plans.

Christiaan De Bruyn is director of trust services for the Trident Trust Group in Hong Kong, a leading independent provider of corporate, fiduciary and fund administration services with offices in 24 jurisdictions.

MaplesFS, through its divisions Maples Fund Services and Maples Fiduciary, is an independent global provider of specialized fiduciary, accounting and administration sServices and Maples Fiduciary, is an independent global provider of specialized fiduciary, accounting and administration Fiduciary, is an independent global provider of specialized fiduciary, accounting and administration fiduciary, accounting and administration servicesservices.

Note for Financial Professionals Fiduciary Investment Services are intended for use with plans that do not receive investment selection and monitoring services from an independent financial Services are intended for use with plans that do not receive investment selection and monitoring services from an independent financial services from an independent financial advisor.

Commonwealth Financial Network is a Registered Investment Advisor allowing us to provide our independent fiduciary advisory services as Investment Advisor Representatives through Commonwealth's RIA.

RERC's MIS goes hand - in - hand with RERC's independent fiduciary, appraisal management, and consulting services.