Our Services
 
 

Roland|Criss delivers services that are designed to answer critical questions facing our clients:
As a retirement plan official or trustee board, what assurance do you have that you are fulfilling your fiduciary duties?
How do you know you are prepared for today’s legal and enforcement threats?
As a service provider, how do you satisfy your clients’ increasing demands for service quality standards, fee transparency, and compliance with regulatory requirements?

Thousands of investment fiduciaries and their service providers around the world rely on our quality management systems to ensure safety and certify excellence. Roland|Criss' systems adhere to an ISO-based audit methodology and are substantiated by practices defined by federal and state laws, legal precedents, and industry best practices.

Roland|Criss' fiduciary system for public pensions, retirement plans, and trust entities was the first for Training, Assessing, Implementing, Monitoring, and Certifying procedural prudence requirements.

Roland|Criss' certification programs are the most recognized marks of protection and excellence in the investment industry. Our certification programs assure the public that Investment Stewards and their service providers have undergone a rigorous audit and testing program. These are proven and instant ways for their participants and clients to recognize that your company is committed to meeting and maintaining standards for quality and continuous improvement.

Our quality management systems are delivered through two primary business solutions:

Fiduciary Services
Certification Services

 
Please contact us for more information on how we can help you mitigate risk and certify your organization.