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.
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.
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.
ROCHESTER, NY – Westminster Consulting, the Rochester, NY based investment advisory and consulting firm recently concluded a survey of its clients and has received a +90 Net Promoter Score® (NPS®).
Westminster asked clients one simple question. “How likely are you to recommend Westminster Consulting...
Rochester, NY — April 30, 2018 —Charles Privitera of Westminster Consulting, a leading fiduciary governance and investment advisory firm, has earned the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies™ (the Center), the standards-setting body for Fi360. The AIF®...
Rochester, NY — January 31, 2018 —The first paragraph of the release entitled, Westminster Consulting was named to PLANADVISER Top 100 Retirement Plan Advisers for 2018 states: “Westminster was the only New York State firm recognized within the large teams category with $3.5 Billion or more in retirement...