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Investment Management for Fiduciaries

How We Help Trustees, Guardians, and other Fiduciaries:

Vernick Financial is dedicated to providing dedicated services aimed at assisting those in fiduciary roles in prioritizing their client's best interests. Leveraging our team's extensive experience with fiduciary professionals, we possess a profound understanding of the inherent responsibilities tied to fiduciary duties.

Here are some key ways in which we support you in your crucial work:

  • Streamlining Asset Management: We assist in the meticulous organization of assets, including stocks, bonds, mutual funds, and other investments, into a singular, appropriately titled account.
  • Establishing Comprehensive Processes: Our team works to establish thoughtful, logical, and well-documented processes for the management of client assets, aligning with and surpassing the rigorous financial fiduciary standard.
  • Cost-Effective Solutions: We aid professional fiduciaries in reducing business costs by offering restricted accounts that may qualify for a reduced bond, ensuring a more efficient and economical approach to financial management.

Our professional designations - why they matter to fiduciaries

Mark Vernick, a CFP® practitioner and Accredited Investment Fiduciary® designee, brings invaluable experience, surpassing typical financial professionals. With a focus on transparency, Mark simplifies the complexities of an Investment Policy Statement. This crucial document not only outlines investment strategies but also establishes a structured framework, ensuring guardians comprehend and fulfill their roles as financial fiduciaries. Mark's designations carry weight, signifying a depth of knowledge that enhances the guardians' ability to navigate and protect their client's investments with clarity and confidence.

Find more information for fiduciaries, guardians and trustees here!