Brock Fiduciary Services offers independent fiduciary services, portfolio management, and general investment advice. As an independent fiduciary, Brock represents the interests of plan participants in employee benefit plans. Brock also provides continuous advice to clients regarding investment of client funds based on their individual needs and restrictions. Brock works with clients to establish tailored investment strategies and objectives.
Fee Structure
Brock Fiduciary Services manages investments for pension and profit-sharing plans, as well as trusts. Fees are negotiable and depend on the client's specific situation, including the amount of assets, type of portfolio, time involved, degree of responsibility assumed, complexity of the engagement, special skills needed, and experience.