REDW Financial Advisors & CPAsFinancial advising, accounting, tax, valuation, and wealth management
Managing Tribal Wealth with Care and Diligence
Managing an effective and compliant employer-sponsored retirement plan takes a thorough understanding of what is required and a commitment to meeting a set of stringent fiduciary obligations — a matter of particular importance for Tribes.
Tribal fiduciaries — whether they are members of Tribal councils, investment committees or retirement plans — hold a special position of trust as guardians of Tribal assets. Charged with the responsibility of following sound fiscal practices, Tribal fiduciaries should regularly take stock of whether and how well they are fulfilling their duty of care.
Score Your Tribal Retirement Plan Management: Does It Make the Grade?
REDW offers a complimentary, 14-question assessment and personal consultation that helps to determine how well you are fulfilling your duties as a sponsor of your Tribe’s retirement plan. In addition to discovering any gaps in compliance, you’ll gain a better understanding of just what’s required to run a successful retirement plan that aims to safeguard and grow your Tribe’s wealth.
Guidance for Improving Plan Success from Industry Experts
Based on the results of the Retirement Plan Sponsor Scorecard, our experienced Wealth advisors provide an independent assessment of your plan’s investment and organizational processes according to the Global Fiduciary Standard of Excellence established by the Center for Fiduciary Studies. What’s more, our team of Accredited Investment Fiduciaries (AIF®) can offer guidance or training on improving employees’ understanding of plan features and even help them make better-informed investment decisions.
REDW Wealth Tribal Fiduciary Consulting Services
- Comprehensive or strategic fiduciary assessments
- Targeted consulting on specific fiduciary issues
- Cost analyses of service providers to plan sponsors and other providers
- Analysis and consulting services when REDW Wealth is not a provider
- Custom fiduciary training
Why Choose REDW Wealth?
When you select REDW Wealth to perform your Tribal fiduciary assessment, you receive the services of an Accredited Investment Fiduciary Analyst (AIFA®). This designation may be used only by those professionals who have successfully completed a specialized program on fiduciary standards of care at the Center for Fiduciary Studies, which includes passing a comprehensive examination on the 27 Prudent Investment Practices that form the basis of their training. REDW Wealth is, itself, a fiduciary to its clients.
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Fair and Balanced Statement
Adherence to our fiduciary duty is not a guarantee of client satisfaction or any particular outcome. Statements regarding the clients served by the firm are not indicative of any client experience or level of satisfaction in working with REDW Wealth LLC. Not all services will be appropriate or necessary for all clients, and the potential value and benefit of the advisor’s services will vary based upon a variety of factors, such as the client’s investment, tax, and financial circumstances and overall objectives. The effectiveness and potential success of a financial plan depends on a variety of factors, including but not limited to the manner and timing of implementation, coordination with the client and the client’s other engaged professionals, and market conditions. Professional credentials and designations should not be used as the sole determining factor in obtaining or retaining the services of an investment adviser. Please see our disclosure page for further information on the professional designations discussed herein. Neither personalized nor tailored services should be construed as a guarantee of a particular outcome. Past performance does not guarantee future results. All investing comes with risk, including risk of loss. Advisory services provided by REDW Wealth LLC. Tax and accounting services provided by REDW LLC.