Our experts are with you every step of the way from understanding your goals to selecting prudent investments,
providing fiduciary oversight, education, and plan administration.
Our finance team currently
provides fiduciary oversight of budgets totaling more than $ 20 million.
Not exact matches
But a retained lawyer
provides a solicitor - client relationship with all of its benefits of, the
fiduciary duty, law society discipline and financial
oversight, professional insurance protection, and continuing professional development requirements.
In order to eliminate mistakes and
provide Client level of
fiduciary care, a constant revision to registrant's standard clause list should be accomplished with diligent
oversight by as many qualified sets of eyes as possible.