Royal Financial Partners is an independent consulting firm. We are eminently qualified to help corporate officers, directors, and their investment committee members ensure that they:
Clearly understand their fiduciary responsibilities.
Have the necessary tools to perform their obligations with honesty, integrity, and competence.
Take actions that will assure these fiduciaries that they have met their responsibilities to participants/beneficiaries, in an independent and purposeful manner. How We Help You:
We will provide a framework for the simple and straightforward practices that define a prudent investment process for investment fiduciaries. We assist you in determining where you may be deficient in meeting your fiduciary responsibilities. The term "fiduciary" is inclusive of more than five million people who have the legal responsibility for managing someone else's money, including company officers, directors, and members of investment committees of retirement plans.
Let Royal Financial Partners make your future more predictable by being your fiduciary expert.
In addition, Royal Financial Partners is able to provide independent oversight and ongoing review and monitoring of investment options provided to employees. This oversight has become more important today in meeting the expectations set by the Department of Labor.
