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

2018-01-31
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...
2017-10-25
Westminster Consulting is pleased to announce they have been named to the inaugural list of National Association of Plan Advisors’ (NAPA) Top Defined Contribution (DC) Advisor Firms. The NAPA Top DC advisor firms is a list of individual advisor firms, or teams, ranked by DC assets under advisement. Of...
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...