Our Fiduciary Commitment

Would you hire a CPA that wouldn't sign off on the returns they prepare for your company? Would you work with a Doctor that wasn't responsible for the care they provide? Obviously, the answer to these questions is no. However, most companies hire a financial advisor for their plan that is not accountable for the advice they provide.

From the outset, we stand side by side with our clients by entering into a written agreement that acknowledges our ERISA fiduciary responsibility for any investment advice we provide. Our "Duty of Loyalty" to our clients is our deepest held value and by acknowledging that upfront in writing we believe it provides our clients with the peace of mind of knowing all of our actions and recommendations are prudent and in the best interest of the plan and its participants.

Contact Us

5757 Monroe Street
Sylvania, OH 43560
(419) 318-5500
(855) 258-6295