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Investment Management for Fiduciaries Thumbnail

Investment Management for Fiduciaries

How We Help Fiduciaries:

Vernick Financial is committed to offering services that help those in a fiduciary role work in their client's best interest. Our team has extensive experience working with fiduciary professionals and a deep understanding of the responsibilities they have as fiduciaries.

These are just a few of the ways we support you in your important work:

  • Assist with the paperwork to marshal assets like stocks, bonds, mutual funds, and other investments into one properly titled account.
  • Establish thoughtful, logical, well-documented processes for the management of client's assets to help meet the financial fiduciary standard.
  • Help professional fiduciaries reduce the cost of doing business by offering restricted accounts that may qualify for a reduced bond.

Limit your liability with documented, prudent processes.

Sound, thoughtful and well-documented processes establish how fiduciaries manage their client's assets and the reasons why they make those choices. Oftentimes, we assist in putting together an investment policy statement that outlines the process. Regular well-documented meetings are also provided to give proof that those in a fiduciary role are following prudent investor rules.

Our professional designations - why they matter:

Mark Vernick is a CFP® practitioner and Accredited Investment Fiduciary® designee. These designations are important because they indicate specialized knowledge and training beyond what other financial professionals may offer. He is trained in multiple areas of financial planning and how to follow a fiduciary process. Mark can explain the components of an Investment Policy Statement and the protections it affords guardians as financial fiduciaries. Our ultimate goal is to help those in a fiduciary role to meet their fiduciary responsibilities when it comes to their client's investments.