Managing the Investment Process

"Fiduciary liability is not determined by investment performance but rather by whether prudent investment practices were followed."

—Prudent Investment Practices: A Handbook for Investment Fiduciaries (p. 8)

Dietz & Lynch Capital takes pride in offering a comprehensive range of fee-based consulting services to plan sponsors and other fiduciaries of pension, profit sharing and 401(k), 403(b), 457 and Taft-Hartley retirement plans as well as to foundations, endowments and trusts.

Under the direction of Ed Lynch, we seek to deliver unbiased guidance and complete fee disclosure to help you manage your funding obligations, establish appropriate investment goals, design investment strategies, control costs and improve performance.

Detailed analysis helps enable the financial specialists at Dietz & Lynch Capital to develop an Investment Policy Statement—properly implemented, with careful monitoring—to help define a clear, prudent investment process.

If you would like to determine if we can be of further assistance, we offer our non-fee "Rapid Assessment" analysis. Please provide us with a little information on your plan by filling out our online form.

For more information, read our articles, call us at (978) 225-8386 or send an email to Dietz & Lynch Capital.