PENSION CONSULTING
  Plan Analysis
  Provider Search
  Fiduciary Review
  Education & Advice

 INVESTMENT CONSULTING
  Asset Allocation Study
  Investment Policy Statement
  Manager Evaluation & Search
  Performance Reporting &
  Monitoring
 


 Today's Update

 Contact Us
 
 

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.

The most important tasks of a fiduciary are:
 
Determining the portfolio's mission and objectives.
Choosing an appropriate asset allocation strategy.
Establishing an investment policy consistent with the portfolio's objective.
Selecting investment managers to implement the investment policy.
Monitoring investment results.

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.