Services

Appointed Trustee

Seated as a Trustee representing either Labor or the Employers, FIC will execute the Trustee’s oversight duties with skill, care, and prudence.

Independent Consultant

Appointed by the Board as independent consultant, FIC will perform project work for any investment related matters.

OCIO Monitor

Our firm will act as an independent fiduciary; monitoring the risk-adjusted performance and total fund structure for plan sponsors utilizing an Outsourced Chief Investment Officer. The review will focus on compliance and regulatory best practices.

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OCIO Monitor

Our firm will act as an independent fiduciary; monitoring the risk-adjusted performance and total fund structure for plan sponsors utilizing an Outsourced Chief Investment Officer. The review will focus on compliance and regulatory best practices.

Qualified Professional Asset Manager (QPAM)

Our firm will provide an independent fiduciary opinion regarding potential conflicts of interest in entering into direct investments.

Expert Witness

Our firm can serve as an Expert Witness in ERISA defense litigation.