Benefits to Your Fiduciary Practice

Epsilon Financial Group offers expertise and guidance to help a fiduciary fulfill the sacred trust to clients while managing the professional risk arising in their practice.

We can help you:

  • Establish written evidence of stewardship.
  • Improve communications between all parties through meetings with minutes and written reports.
  • Document investment practices.
  • Discover investment or procedural risks not previously identified or understood.
  • Uncover procedural omissions or shortcomings – and prioritize investment management projects.
  • Determine whether applicable “Safe Harbor” provisions have been satisfied.
  • Incorporate prudent fiduciary practices that may increase long-term investment performance. These may include
      • Reducing fees across the entire investment management program.
      • Aiding in the selection of more appropriate managers.
      • Terminating inappropriate managers.
  • Provide an excellent educational forum to assure that all involved parties are familiar with their duties and responsibilities.
  • Identify more appropriate fiduciary procedures, pricing venues and investment vehicles to better manage an increasing asset base.
  • Compare your practices and procedures to those of your peers.
  • Establish benchmarks to help measure the progress of an investment committee or consultant.
  • Use a prudent process to negotiate a lower premium for Errors & Omissions ( E&O ) insurance coverage.

This comprehensive and objective investment decision making process leads to greater financial organization, empowerment, confidence, fulfillment of duties, better results and ultimately, peace of mind for the fiduciary who uses a prudent process.