“A well-crafted investment policy statement can be one of your most effective governance tools. Many sponsors are also finding, with the intensified litigation risk surrounding DC plans, that investment policy statements are becoming an increasingly charged topic.
The investment policy statement tightrope | Fiduciary Matters
#ESG,#CSR,#SRI,#ImpactInvesting,#BSCH”
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Maridea Wealth Management LLC provides investment advisory and related services for clients nationally. Gagni Wealth Management LLC, also a subsidiary, is a registered investment advisor providing investment advisory and related services to clients nationally. Maridea will maintain all applicable registration and licenses as required by the various states in which Maridea conducts business, as applicable. Maridea Wealth Management LLC is an SEC registered investment advisor and Gagni Wealth Management LLC is a Texas state registered investment advisor. For additional information, please click here for our disclosures page.