Network·Venture Capital
📍 SIMI VALLEY, CA
SEC CRD #801-114078
3(38) Investment Fiduciary Services | ERISA 3(38) Fiduciary for Retirement Plans Welcome to 3(38) Investment Fiduciaries Our websites use cookies and similar tracking technologies to enhance your experience. Privacy Policy Accept Decline Want to hire a 401(k) investment fiduciary?!?! Meet 3(38) Investment Fiduciaries, Inc. Taking On Fiduciary Investment Risk Partnering With Financial Advisors To Support Their Clients Is What We Do Best. Let's Partner Today!!! Contact us now to learn how we can help!!! Competitive Pricing Customizable Fund Menus Quarterly Investment Reporting Learn More In The Video Below!!!! Competitive Pricing Quarterly Investment Reporting Flexible Investment Menus Delegated Investment Fiduciary We Think You'll Love Partnering With 3(38) Investment Fiduciaries, Inc. See For Yourself… Ed C. Financial Advisor “3(38) Investment Fiduciaries allows me to focus on the big picture of managing retirement plans and leave the fund management to them. The fiduciary responsibility is a big part of retirement plans, they do that well…” Brent G. President Managing Partner “3(38) Investment Fiduciaries has proven to be an invaluable part of our 401k team. We benefit greatly from their analysis, reporting, client assistance and overall service.” Frank N. Benefits Executive “3(38) has been a GREAT addition to my practice allowing me to streamline the investment reporting and data entry!” The endorsements presented above were provided by certain advisors that serve the plan
STEVEN WILKINSON
CCO
📞 (818) 296-9529
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AUM
$1.0B
Location
SIMI VALLEY, CA
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