Fiduciary Reporting Services

Fiduciary portfolios, such as trusts, have been carefully established in order to protect loved ones or provide long lasting funds to help important causes. Of all responsibilities that fiduciaries have, the duty to monitor service providers and investment managers is the most time consuming and critical.

We strive to provide exceptional service to support the responsibilities of financial stewards by helping them comply with their responsibilities as described in the Uniform Prudent Investor Act and the Uniform Prudent Management of Institutional Funds Act.  We serve family, professional, and foundation trustees that are responsible for the stewarding of funds for the benefit of others.

Our desire is to serve:

  • The overwhelmed trustee who wants to get better organized, save time, and reduce costs.
  • The trustee looking to educate and equip themselves to make better decisions.
  • The trustee who has trust responsibilities spread across many different financial institutions and who needs consistency and standardization.

Our Fiduciary Reporting Services provide our clients:

  • Clear and accurate reports of your fiduciary portfolio assets across multiple accounts and from all financial institutions.

  • Consolidated and separately monitored account reporting to help comply with the Uniform Prudent Investor Act and the Uniform Prudent Management of Institutional Funds Act.

  • Objective third party consulting services to provide insight and interpretation of information

The driving goal is to:

  • Empower clients to make educated decisions
  • Provide objective third party consulting
  • Provide transparency of all portfolio costs
  • Measure performance using consistent and generally accepted standards with an appropriate benchmark
  • Facilitate transparency of the investment strategy with clear pass through allocation analysis
  • Strive to increase successful outcomes

Receive a sample report

We believe the reports will improve your documentation and increase your efficiency through standardization and consistency.  We look forward to helping you with your fiduciary responsibilities.

focustestFiduciary Reporting Services