If you are…
An Investment Advisor
An Asset Manager
A Retirement Plan Sponsor (Employer)
A Trustee or Investment Committee Member
You are a fiduciary!
And as a fiduciary, you are held to the highest standard of conduct known to the law, that of a “Prudent Expert”! Are you comfortable with your knowledge and operations?
If you need to:
Cambridge Fiduciary Services, LLC will meet your needs and make you a better-equipped fiduciary. With over 30 years of experience, the Cambridge team will help you to conform your Investment Process to a Global Fiduciary Standard of Excellence with services targeted to your specific needs. We can also help you obtain independent verification and certification of your fiduciary conformity.
When you are ready for a consultation, call Managing Director Roger Levy at 1-480-735-8200 or complete this form.
Cambridge Fiduciary Services, LLC
1-480-735-8200 Email Cambridge.
© 2019 Cambridge Fiduciary Services, LLC