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Q3 Fiduciary can help make retirement plan fiduciary responsibility more manageable.

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Our Edge

We take the time to understand your business and create a custom fiduciary program explicitly designed to protect your plan. Since our founding, we have focused on serving clients who appreciate the value of professional account management, our philosophy of diversification, and active portfolio management. We have the experience and investment capabilities to meet the needs of our diverse client base.

Q3 Fiduciary’s investment team is comprised of highly skilled professionals with over 100 years of combined industry experience. Our experienced team of industry professionals have worked together for many years. This creates a culture of stability, trust, understanding and continuity that helps us to deliver superior results to our clients.

Consistency is one of the most overlooked factors in executing an effective fiduciary process. At Q3, we believe our well-defined and formalized processes is a key driver of plan management excellence and prudent oversight.

The Department of Labor expects a fiduciary to not simply act with respect to an ERISA covered plan as any prudent person would. They must approach it as a prudent expert would. At Q3, we believe our process and experience allow us to discharge our duties prudently with care, skill, and diligence.

Fiduciary Quotes

“The duty to act prudently is one of a fiduciary’s central responsibilities under ERISA. It requires expertise in a variety of areas, such as investments. Lacking that expertise, a fiduciary will want to hire someone with that professional knowledge to carry out the investment and other functions.”

Meeting Your Fiduciary Liabilities, Department of Labor

“Prudence has two eyes, one that foresees what one has to do, the other that examines afterward what one has done”

St. Ignatius, of Loyola

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