The Ascensus Investment Fiduciary Program
Through a partnership with Mesirow Financial, we offer a flexible program that allows you to maintain the level of investment control you want, while providing an additional layer of protection for your clients. This optional add-on provides coverage to help protect your clients from liability via two main services:
Benefits of the Ascensus Investment Fiduciary Program include reduced risk exposure and a simple way to oversee your plan’s investments.
- 3(21) solution – You manage your client’s investment program from a pre-selected elite list of funds or suggested fund lineups.
- 3(38) solution – You can pick from suggested fund lineups and Mesirow takes it from there.