About Us

Promoting a Culture of Fiduciary Responsibility

Westminster Consulting provides fiduciary advice and investment research to qualified retirement plan sponsors. We promote a culture of fiduciary responsibility by providing clients with information, tools and confidence to better navigate and manage the changing regulatory landscape. We believe our role as a fiduciary consultant goes beyond that of a traditional investment consultant. We aim to empower our clients through education and streamline the complex fiduciary oversight processes.

Innovations

Here at Westminster, we understand that the fiduciary plan oversight process can be overwhelming. We streamline this process through our proprietary Fiduciary Compliance Resource CenterTM (FCRC) technology platform. This secure portal is a first of it's kind to provide consistent and accurate plan information in an easily accessible and secure location. The secure, web-based portal is designed to assist investment fiduciaries in managing their responsibilities by promoting procedural prudence.

Associates

Our staff is uniquely qualified to assist investment fiduciaries in meeting their goals. Westminster's professional staff includes seasoned experts and our members average 25 years of experience within the industry. Our senior consultants have Accredited Investment Fiduciary (AIF)®, Accredited Investment Fiduciary Analyst (AIFA)®, Master of Business Administration (MBA), Certified Public Accountant (CPA), and Enrolled Actuary (EA) certifications.

Recent News View All

2017-05-30
Join Westminster Consulting, Baker Tilly, and Davis and Gilbert, for a complimentary webinar which will provide a 360-degree view of compliance issues for sponsors of tax-qualified retirement plans, including audit perspectives from leading experts in audit, legal and investments services, in regard...
2017-05-02
Charles Privitera has joined Westminster Consulting as a Senior Consultant.  Chuck will have client relationship responsibilities primarily in the Metro New York and Mid-Atlantic regions.  He will assist his clients with the design, implementation, and investment monitoring of their retirement plans....
2017-03-06
Westminster Consulting, the Rochester, NY based investment advisory and consulting firm has launched their new retirement education and participant advice program.  Westminster provides consulting and advisory services to company-sponsored retirement plans nationwide. Westminster Workplace SolutionsSM is...