Quarterly Fiduciary Review
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The Quarterly Fiduciary Review provides an effective and efficient manner for sitting board members to ensure their fiduciary responsibilities are being met and that the assets are being invested in accordance with the Living Investment Policy Statement.
As a Client of Buckley Investment Group you will receive the Quarterly Fiduciary Review in a clear, concise and easy to review format. You can enjoy knowing that your plan is investment properly and that your fiduciary responsibilities are being met with Buckley Investment Group.