3(38) Investment Fiduciaries provides retirement plan consulting and investment management services primarily for employer-sponsored retirement plans, such as 401(k), 403(b), and 457 plans governed by federal retirement plan rules. The firm constructs and maintains investment lineups, selects and monitors mutual funds and exchange-traded funds, and acts with decision-making authority over plan investment options. The firm evaluates fund managers using quantitative and qualitative criteria and operates on both discretionary and non-discretionary bases. Because the firm focuses exclusively on institutional retirement plans rather than individual investor accounts, individual fee schedules, retail investment management, and personal financial planning services are not offered.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.