A fiduciary is a trustee,
investment committee member or any individual
responsible for the general management of an investment
portfolio, regardless of whether an investment
portfolio is in a trust, endowment, foundation,
pension plan or simply managed for another person.
In other words, a fiduciary is defined as someone
acting in a position of trust for the benefit
of a third party.
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Our consulting services focus
on the above tasks to enhance our client's fiduciary
capabilities and, thereby, reduce their liability.
In many cases, R-Tech Advisors, Inc acts as a
co-fiduciary to the portfolio. Furthermore, we
accept this responsibility in writing - this is
something few firms are willing or able to provide.
More importantly, this demonstrates the confidence
we hold in our services and the value we place
on client and participant satisfaction.
The role and responsibility of
the fiduciary cannot be taken lightly, nor need
it place undo weight on those fiduciaries with
limited experience in this field. Delegating this
responsibility to an inappropriate party is not
the answer. At R-Tech, we understand the uncompromising
importance of fiduciary responsibilities and we
provide and implement the processes necessary
for fulfilling these responsibilities. This is
another value- added benefit of selecting R-Tech
for consulting services. |