3(38) Investment Fiduciaries Inc.

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40 W Easy St
Simi Valley, CA 93065
+1 (800) 636-0493
https://338if.com

3(38) Investment Fiduciaries Inc., located in Simi Valley, CA, specializes in providing fiduciary investment services for 401(k) plans, allowing financial advisors to focus on strategic management while outsourcing investment risk and compliance. With a range of offerings including customizable fund menus, quarterly investment reporting, and an organized online plan vault, they support financial advisors in enhancing their service to clients.

The firm acts as a back office for financial advisors, managing tasks such as investment monitoring and ongoing due diligence, while also providing marketing materials and sales support to help advisors grow their practices. Their commitment to fiduciary responsibility and comprehensive client care positions them as a valuable partner for those in the retirement planning sector.

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Michael P Fischer, CPA

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"Mike has taken care of me and my family for many years. He has been attentive, knowledgeable, professional and responsive. I would highly recommend you give him a call."
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United States›California›Simi Valley›3(38) Investment Fiduciaries Inc.