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Are You in Breach of Your Fiduciary Duty?

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Ben co-founded Precision Fiduciary Analytics  with his long-time friend and colleague, Stewart Frank, to provide fiduciary compliance services for the reduction of uncompensated risk in private and public pension plans, and all trustee-fiduciaries — whether a lawyer, accountant, family member, bank, or other institution.

Did you know that you’ve breached your fiduciary duty if your Investment Policy Statement doesn’t specifically address how uncompensated risk is managed?  Protect yourself from this type of fiduciary liability and simultaneously gain diversification alpha in four easy steps.

UNCOMPENSATED RISK (UCR) REMOVAL PROCESS (Gain Diversification Alpha):
1. Assess if UCR is prudently & reasonably diversified & in compliance with 3rd Trust Law
2. Pinpoint UCR deficiencies with solutions to bring into fiduciary compliance
3. Assist staff/advisers/consultants replace UCR with CR thru IPS procedural process to get Certificate Of Compliance
4. Monitor periodically, support, document procedural process & ReCertification Of Compliance

Are you a fiduciary? Too much uncompensated risk could mean you are in breach! It’s the law!
SEE WHY

“Empower Employees to Protect their Financial Interests,” says LifeGuide360 Co-founders Ben, Stewart and Mark

smartyThe financial well-being of your employees relies heavily on the benefits & educational resources you provide. When employees encounter investment professionals with aggressive sales tactics, self-serving or incompetent “advice” they are at risk.

Poor decisions could lead to disastrous consequences. Follow the lead of General Motors Corp. and offer your employees the Be a Money Smarty!™ program. Empower them with practical tools to make wise decisions that protect their financial well-being. Click on your plan below to learn more about how your employees will benefit (includes 14 guides and 17 checklists).

Attention Family Offices, Hedge Funds, and Endowments: Start with a Portfolio Uncompensated Risk (UCR) Assessment?

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Find out for a flat fee of $1,500 if your portfolio is prudently & reasonably diversified. The assessment process includes a 10-page report showing how much UCR needs to be eliminated and the process of remediation. You get a 30-minute telephone conference to discuss the assessment. Learn more about an Assessment.

FOR INSTITUTIONAL INVESTORS: Fill out this short form and explain your situation, any questions and we will give you an estimate of the cost for a Portfolio Risk Assessment. [Contact us]

Are you a fiduciary? Too much uncompensated risk could mean you are in breach! It’s the law!
SEE WHY