Fiduciary Resources
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Fiduciary Resources: fiduciary responsibility through the highest standards of fiduciary Care.

Your fiduciary..acting in a capacity of trust. At Fiduciary Resources, we take the concept of fiduciary responsibility seriously. Fiduciary Resources employs the highest level of fiduciary care, ensuring that your organization meets all the demands of fiduciary law. We ensure fiduciary responsibility through a thorough program of fiduciary training by a qualified Fiduciary advisor and conduct a in-depth fiduciary audit of each client to ensure your success.

What is a fiduciary?

What is a fiduciary? A fiduciary is anyone who manages property for the benefit of another. (investment committee members, board members, trustees)

A fiduciary is anyone who exercises discretionary authority or control over property. (money managers, custodians, investment advisors)

A fiduciary is anyone who acts in a professional capacity of trust and renders continuous and comprehensive advice. (investment consultants, accountants, attorneys, actuaries, professional service contracts).

Please visit our sister company, Sherman Pacific for information on additional services.

Mission Statement: Fiduciary Resources, Inc., prides itself in delivering key essentials of the responsibilities inherent in your role as a fiduciary. We provide this training and education in terms you can understand and be comfortable with.

Critical Fiduciary Concept

Liability is not determined by investment performance, but rather on whether prudent investment practices were followed.

“It’s not whether you win or lose – it’s how you play the game….”

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