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Investment Fiduciary

Constant changes to regulations leave plan fiduciaries with an ever growing list of challenges. PEI has a way to alleviate these challenges with its complete fiduciary protection program, the PEI-ShieldSM. As a part of this program, PEI assumes the responsibility, in writing, of a fiduciary for a client’s investment plan. As the co-fiduciary, PEI provides a customized solution that ensures plan fiduciaries continually fulfill their responsibilities

Our difference is demonstrated in how we:

  • Provide a high standard of fiduciary services as a 3(21)(A) fiduciary

  • Consistently standby our core philosophy; do what is in the best interest of the client

  • Maintained a conflict-free business model since inception