Investment Fiduciary Services

The advisors at Daher Capital Group provide plan fiduciaries (known as Investment Stewards) with investment fiduciary Services, striving to meet fiduciary standards. Its services help plan fiduciaries seeking fiduciary support through the effective use of investment committee training, plan guidance, provider investment monitoring , and assistance with electronic document storage.

Investment stewards wear many professional hats. And while they may spend the least amount of their working life on retirement plan issues, their fiduciary role for the plan poses a significant amount of personal risk in the corporate arena. Inundated with primary job functions, finance and human resources executives lament their lack of time and tools to fulfill their fiduciary accountabilities, with a acceptable level of assurance and risk management. This uncertainty is the main cause of their concern towards their personal liability as a fiduciary.

To help meet there needs, DCG offers an investment fiduciary oversight program that strives to deliver assistance with plan management through independent guidance and monitoring.

We strive to help clients satisfy the following fiduciary functions:

  1. Demonstrate prudence through a document trail;

  2. Understand the key factors around investment management decision making;

  3. Adhere to the committees' investment strategies;

  4. Avoid conflicts of interest and self-dealings within all service providers and the plan sponsor;

  5. Monitor service providers accordingly for fiduciary excellence.

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