Broker Check
Presidio Wealth Management

Fiduciary Protection

Assembling and monitoring a retirement plan’s investment line-up presents a large potential for liability.

When considering how your company or committee addresses that potential liability, we recommend that you ask yourself:

  • Do we want help to come from a fiduciary?
  • Do we want to transfer responsibilities?
  • To what degree do we value unbiased advice?
  • Or would we prefer it come from someone not held to ERISA’s standards?
  • Which of the following best suits our tolerance for risk and investment expertise?

Broker v. Advisor

Contact us to start working with a fiduciary that is required to put your best interests first.