917 Cloister Drive • Gastonia, NC 28056
Tel: 866.401.5360 • 704.907.4272 • Fax: 704.831.5255
Tel: 866.401.5360 • 704.907.4272 • Fax: 704.831.5255
LATEST NEWS
KEY SERVICES
KEY SERVICES
Presidium can assist you to achieve
best practices:
- Customized Investment Policy statements
- Plan committee organization
- Identifying plan fiduciaries and reducing risk
- Customized education programs for participants
“Unless trustees possess the necessary expertise to manage investments, fiduciaries would need to obtain the advice of a qualified, independent expert.”
U.S. Dept. of Labor Regulations §2509.95-1(c)(6)
Contact Us
For additional information email info@presidiumadvisers.com or complete the below form.
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