Fund Sponsor Services
Our services for fund sponsors include:
1. Negotiate or Advise regarding Agreements with Banks, Managers and other Service Providers for:
- Custody or Trust Services
- Investment Management Services
- Brokerage
- Administrative or Accounting Services
- Limited Partnerships and other Investment Vehicles
2. Advise concerning:
- Fiduciary Duties
- Prohibited Transactions and Plan Asset Issues
- Foreign Asset Issues
- Pricing Issues
- Proxy Voting; Class Action Processing;
3. Fiduciary Training
4. Fiduciary Audits / Compliance