YOUR GUIDE TO

FIDUCIARY EXCELLENCE

Helping nonprofit organizations to achieve conformance with the Global Fiduciary Standard of Excellence and minimize fiduciary liability 

ABOUT

Lestna Retirement is a CEFEX-certified financial services company that provides fiduciary consulting services to nonprofit organizations. Our specialty is implementing fiduciary best practices aimed at protecting nonprofit leaders from unnecessary fiduciary risks and maximizing the return on donated financial assets.

Our Mission

PROMOTE FIDUCIARY EXCELLENCE & KNOWLEDGE. 

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WHO WE HELP

HOW WE DIFFER

NO REVENUE SHARING

We are not participating in any revenue sharing agreements. Hence, no conflict of interest and impartiality of advice

FLAT

FEE ONLY

Just because your assets grow does not always mean more work for us. So why pay more for the same?

FIDUCIARY

STATUS

To reduce your fiduciary liability we acknowledge our fiduciary status in writing and work as either 3(21) or 3(38)

PARTICIPANT ADVOCACY

We understand that your employees are your key asset and emphasize on 1-on-1 support, financial planning programs & quality of meetings

OPEN ARCHITECTURE

We have no alliances or proprietary funds. With it comes no investment restrictions, flexibility, and less cost

ARE YOU ADHERING TO FIDUCIARY BEST PRACTICES?

Download your FREE summary of prudent practices for investment stewards and see if you are managing investment decisions in a manner that minimizes your fiduciary liability and maximizes investment returns. 

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CONTACT US

Lestna Retirement

4101 N Broadway Ste. 107, Chicago, IL 60613

312-971-7071

info@lestna.com

© 2021 Lestna Retirement. All Rights Reserved  |  Form ADV  |

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