Institutional

The primary objective is to protect and enhance our client’s fiduciary stewardship prowess.

We are not interested in simply identifying inefficiencies, but devoted to rectify them through the implementation of custom solutions.

 

How We Operate

As a professional fiduciary consulting firm, we offer a wide range of services focused on developing protocols to protect our clients and those who rely on their decisions.  We can work in a variety of capacities, but most often support clients with project related engagements or on a contractually retained basis.

 

How are Fees Charged?

All engagements are priced dependent upon the scope of services.  Retained contractual appointments are charged a flat annual fee.  Project related services, such as Request for Proposals, fiduciary training modules, custom benchmarking reports and employee education services are charged based on hourly rates to design and execute the scope of work desired.

 

Consulting Services We Provide

Prudentia Fiduciary Parners supports a wide range of consulting topics, but specialize in working with qualified and non-qualified retirement Plan Sponsor solutions and philanthropic organizations.  In addition to these institutional fiduciary services, we also provide expert witness support for cases involving fiduciary misconduct.

To learn more about our services, visit the pages below:

Retirement Plan Sponsor Consulting

Endowment & Foundation Consulting