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Rowland Carmichael: Scottsdale Wealth Managers

 
 

   

An Essential Wealth Management Resource for Professional Fiduciaries and Trustees

The trustees and fiduciaries we serve can feel confident that the assets for which they are responsible are being managed prudently and cost effectively, true to the entity's mission. Our objective, responsive investment advisory services range from plan design and risk analysis to investment portfolio analysis, measurement and evaluation. Fiduciary clients of  Rowland Carmichael benefit from:

  • a solid understanding of fiduciary risk

  • fee transparency in financial advice

  • cost-effectiveness and control of "unbundled" services

  • attentive, responsive insight in the management of 401(k) and 403(b) plans

  • ERISA fee analysis, fiduciary audit and analysis, and benchmarking studies

  • guidance in the selection of auditors, third-party administrators and record-keepers

  • policy statements for asset allocation, spending, investment and administrative procedures

 

 

Trustees and Fiduciaries