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OUR SOLUTIONS:
Our Advantages |
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Roland|Criss' clients and partners benefit from our independent, client-centric approach, which includes the following key attributes: |
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• We Make It Easy
We understand the fog that surrounds fiduciary responsibility. Our FiduciaryPLUS™ system of evaluating, training and certifying fiduciaries clarifies the fiduciary role and makes it easier for fiduciaries to confidently and safely carry out their duties. Our Certification Programs for service providers enable them to achieve recognition for adhering to the highest level of fiduciary support practices.
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• Dedicated Business Model
Partnering with the fiduciary community to promote industry best practices is our sole business. Our people and processes improve fiduciary practices for our clients, and offer them marketable confidence in achieving the highest standard of conduct.
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• Standards-Based Reliable Solutions
Regardless of the type of retirement plan, size of endowment, or service provider complexities, the standards of excellence that guide our programs ensure consistency and quality.
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• Independence
Our independence from conflicting services assures objectivity and effectiveness in providing counsel and delivering certification. Since we do not sell investment products or administer retirement plans, Investment Stewards are assured that our outcomes are completely objective of fee conflicts. Likewise, service providers can be put at ease knowing that we are a complementary partner, rather than a competitor, to their interests.
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• Credentialed and Experienced
As the global pioneer in building a team of independent fiduciary advisors and analysts, Roland|Criss' clients and partners benefit from the depth of our capabilities and resources, which includes industry recognition and a highly accredited team.
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• Cost Effective
Our unique approach replaces ineffective and costly "consulting approaches" that can lack definitive scope, as we provide specific, tangible recommendations for improving processes and minimizing risk exposures.
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• Document Storage and Retrieval
Our innovative tools, such as our NetDoc™ system, help our fiduciary clients feel assured in the quality of their processes.
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• Incomparable Partnerships
The quality of our partnerships positions us as a clear leader in fiduciary practice solutions for fiduciaries and their service providers.
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