Conference for Foundations and Endowments Foundation Fiduciaries: A Call to Action October 27, 2010
Washington, DC
Roland|Criss champions the cause of fiduciary excellence. Our fiduciary community is comprised of corporate retirement plan executives, foundation investment committees, and vendors of fiduciary support services who contribute to the financial success of the persons entrusted to their care.
Roland|Criss - wholly independent from any investment firm or other vendor - partners with fiduciary leaders and service providers to help them excel in their respective roles. We empower corporate executives and foundation trustees with knowledge to help them succeed, and we eliminate their unneeded fiduciary exposure through our strategic partnership.
Roland|Criss also helps investment firms, recordkeepers, and administration companies add to their credibility and client loyalty through our certification programs. We are the global leader in certifications of service providers.
In all that we do, our goal is to instill confidence, foster community, and promote a new, gleaming standard for fiduciary conduct. We share our pursuit of excellence with our clients, and partner with them on a collective journey towards fulfilled leadership.
Fiduciaries are held to the highest ethical and legal standards, because they make the most important decisions - those of financial safety - on behalf of their employees or charitable donors to foundations. Roland|Criss recognizes the importance of fully understanding the complex nature of fiduciary laws, and the challenges that exist in fulfilling their demands.
LEARN MORE about how Roland|Criss' innovative, best-practice approaches can help you eliminate risk, gain confidence in your fiduciary processes, and prove value to your stakeholders.
Roland|Criss does not sell investment products or advise any organization on investment selection.
For vendors of investment products, investment advice, and administration services, differentiation from other firms and adherence to the highest practice standards are keys to attracting and retaining a loyal client base. Roland|Criss is the first global consulting firm to identity top service providers through recognized quality rating and certification programs.
LEARN MORE about how you can communicate your value, standards, and differentiated service offering to your clients through a customized certification.
