Fiduciary Services

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369 3rd St, #B
San Rafael, CA 94901
+1 (415) 482-9513
https://www.fiservinc.com

Fiduciary Services Inc., located in San Rafael, CA, specializes in providing independent trustee fiduciary and investment management services for qualified retirement plans, including Employee Stock Ownership Plans (ESOPs). The firm plays a crucial role as an ERISA fiduciary, overseeing transactions, administering trusts, and ensuring compliance while safeguarding the interests of plan participants.

With a focus on mitigating potential conflicts of interest, Fiduciary Services can serve as an independent fiduciary or trustee for various financial transactions, offering expertise in evaluating the fairness of stock prices and managing complex changes in corporate structure. Their services are particularly vital when ownership transitions or capital changes are anticipated, ensuring informed decision-making that protects both participants and fiduciaries alike.

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