Built for Advisors
We built Fidelis Fiduciary Management with the real-world needs of advisors in mind.
As a retirement plan advisor, your response to your clients’ need for fiduciary support is critical. You may prefer not to share the risks and responsibilities of the fiduciary role with your clients. Or you may be constrained from doing so by factors you can’t control – like the rules of your broker/dealer or RIA or your insurance coverage. Either way, you need a solution that works for your clients, and that respects your position as plan advisor.
Fidelis Fiduciary Management does both. You get simplicity and independence; your clients get service that is responsive and customized to their needs.