Bravo Zulu provides independent consulting services to financial fiduciaries to help them improve their services and reduce risk.
Bravo Zulu’s AIFA® designees are trained in the global fiduciary standards of excellence and can review your organization to determine how well it meets the standards. Bravo Zulu can help trustees develop policies and procedures and a system of internal controls that provide the foundation for a disciplined investment process.
- Organize and document plan policies and procedures
- Formalize your plan’s investment policy statement
- Implement the right investments for your plan
- Monitor performance, fees, and suitability of investments
- Implement the right investments for your plan
Why?
Risk Management. Most investment litigation is over lapses in certain fiduciary practices and prudent investment procedures, as opposed to committing fraud. Protect yourself with strong processes and an outside review of performance.
Competitive Advantage. 'Fiduciary responsibility' has become a watchword with trustees, investment committee members, and even retail investors. Fiduciaries, who demonstrate how they manage investment decisions to a defined standard, will enjoy a major advantage over competitors.
Bravo Zulu solves the fiduciary dilemma with a straightforward process that clarifies risks, fixes deficiencies, and monitors investment activity on an on-going basis.
