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Roland|Criss is the leading provider of risk management processes for investment committees. We are also the global leader in certifications of service providers including investment firms and third party administrators.
Our programs reduce personal liability for trustees of retirement plans and foundations, enhance their fiduciary competency, and evaluate the trustworthiness of service providers.
We are dedicated to installing processes for fiduciary organizations that meet authentic prudence standards. Likewise, we are committed to identifying those service providers that can pass our robust assessments against relevant best practices.
Our business model is unique. We are profoundly independent. For example, we do not sell investment products, provide investment advice, or compete with firms that do. Simply, we test the practices of entities that manage other peoples' money and install methods that ensure their full compliance with the highest standards of care.
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Roland|Criss is the first global organization to help trustees know how their service providers rank against fiduciary standards. Not all vendors are as safe to hire as they claim. Trustees are required by various laws to prudently select and monitor vendors of fiduciary support services. Roland|Criss rates and certifies such providers.
Trustees benefit from knowing who they can really trust when they use vendors inspected by Roland|Criss. Hiring a rated or certified service provider also proves a trustee's prudence. Our ratings and certifications rank service providers in the U.S., Canada, Australia, New Zealand, and include:
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• Investment Advisors
• Investment Stewards
• Investment Managers |
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• Record Keepers/
Third Party Administrators |
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