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Fiduciary Responsibilities

Client Centered

Molly Rambo, CPFA, is a fiduciary to the program and is responsible for providing the investment framework and monitoring the investment management program for clients and investors. Molly is authorized to engage with professional experts in the field to help fulfill the fiduciary responsibilities to clients and their beneficiaries.

Consultants may be engaged to provide non-discretionary consulting services consistent with the investment objectives, policies and constraints established in this document.

Investment Managers may be engaged to provide investment management services for client assets. Investment managers can include both actively and passively managed mutual funds, exchange traded funds, collective investment trust, separate accounts and other types of investments.

Additional specialists such as attorneys may also provide services to the program to assist in meetings its responsibilities and obligations to clients, investors and beneficiaries.

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