Industries of all types rely on standards to measure performance and manage risk. Under fire from oversight agencies, the media, and plaintiff attorneys, Investment Stewards are seeking a solution that ensures safety, attests to governance and controls, and testifies to a trustee board’s trustworthiness. Finally, a standard for fiduciary excellence emerges.

The Global Fiduciary Standard of Excellence (the “Fiduciary Standard”) was years in the making. Substantiated by federal and state laws, legal precedents, and best practices, the Fiduciary Standard is the recognized benchmark for fiduciary conduct.

For an online demonstration of our FiduciaryPLUS™ system and certification programs, please Contact Us or take the Are You at Risk? survey for a preliminary assessment of your fiduciary risk.

TESTIMONIALS:

"In an environment in which we are tested for our provider selection and monitoring processes, independent guidance based on industry best practices was one of the most important decisions our investment committee could make. Roland|Criss has made it easy for us to understand and manage our fiduciary duties.  Their oversight gives us the assurance we need to ensure we are effective stewards for our participants."

Rodney Bryant, S.V.P. – Business and Finance, Dallas Theological Seminary

“With increased media and public pressure on university retirement plans and trust entities, Roland|Criss provided assurance to our trustees that we were well prepared should it come under scrutiny.”

Bill Bleibdrey, S.V.P. – Finance and Administration, Texas Wesleyan University

“Roland|Criss plays a vital role in managing our investment committees’ fiduciary risk. You help define and solve it.”

Bill Cole, Chief Financial Officer, Symon Communications, Inc.

“There is no question your service has increased my comfort regarding my role as trustee of our 401k plan. Your associates have been extremely responsive and easy to work with.”

Lee Lichtenstein, President, AmSource