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Clear Financial Strategies
Independent · Fee-Only · Fiduciary
Investment committee support

Your committee’s decisions, on the record

A prudent process is what ERISA looks for, and the evidence is the paper trail. We help your committee meet on a schedule, review what matters and record why it decided what it did.

What we provide

Structure for every meeting

  • A meeting calendar
  • Agendas that cover fees, investments, service providers and compliance
  • Minutes your committee can stand behind
  • A written investment policy statement
What this is not

Process support, not individual advice

This page describes process support for the plan. It is not investment advice to any individual participant.

Educational only. Not legal advice. Consult your ERISA counsel.

Ready to talk?

A no-obligation conversation about your plan. We will listen first.

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