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Products June 2, 2014
Fiduciary Doctors Opens San Antonio Office
Corporations and nonprofits, as well as their advisers, in San Antonio, Texas, now have a new resource for fiduciary services.
Reported by Kevin McGuinness
Luci Harty, a fiduciary services professional, recently opened Fiduciary Doctors of San Antonio, an independent firm working closely with retirement plan sponsors to elevate the level of service provided to their participants.
The firm acts as an ERISA 3(38) Fiduciary Investment Manager, working with clients to bring their retirement plans to the highest standards with regard to the Employee Retirement Income Security Act (ERISA). The firm will work with plan sponsors and fiduciaries to provide retirement benefits for plan participants and their beneficiaries. The firm will also work with a plan’s other service providers including financial advisers, certified public accountants and third-party administrators.
Harty has 24 years of experience in the industry, has earned the Accredited Investment Fiduciary (AIF) designation and has earned the Chartered Advisor in Philanthropy designation.
For more information, click here.