We specialize in providing fiduciary oversight, advice, and guidance for your retirement plan and its investment offerings through our fiduciary risk management services.
An often unaddressed area of risk exposure for an organization is its retirement plan. Protect your firm’s reputational risk and fiduciary liability by partnering with a co-fiduciary who is an expert in retirement plan governance, oversight, and management.
CEFEX Fiduciary Certificate of Completion
The Centre for Fiduciary Excellence (CEFEX) has awarded DirectAdvisors a CEFEX Fiduciary Certificate of Completion. This prestigious certification is only given to companies that adhere to a standard representing best practices in the industry.
Latest Posts
Direct Advisors – TAG Solutions Video Podcast: Cybersecurity Protection for Your Business
Direct Advisors...
Tom Santa Barbara Speaks at The Bonadio Group’s NYS Construction Industry Conference
This morning, Tom...
DirectAdvisors – Vanguard Video Podcast: What To Do When Markets Drop 20%
Stock market drops of 20% or more are an unfortunate fact of life for investors, and can be expected to happen once or twice a decade. If you sell when prices are falling, you may miss out on a recovery. Since no one knows when the recovery will start, or how long it will take for the market to bounce back, it is important to stay the course.
