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

2019-12-09
Rochester, NY — December 9, 2019 — Westminster Consulting, a fiduciary and investment consulting firm, has expanded its consultancy to include a broad suite of services to an organization’s human resources and finance executives.  These new engagements are designed to assist the firm’s clients in addressing...
2018-08-02
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...
2018-05-07
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®...