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15c Board Reporting

15(c) Board Reporting Compliance & Renewal Services

Board reporting compliance and renewal services assist fiduciaries in meeting their responsibilities. Our customized reports are design to suit each client’s unique requirements.

Our reports offer several benefits and advantages to our clients:

  • Institutional-quality data
  • Hand-selected expense comparison groups
  • Fully transparent methodology
  • Tools to aid the decision-making process
  • Timely, accurate and professionally designed board communications
  • Knowledgeable and responsive specialist staff
  • Automated production processes
  • Scalable report production