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.
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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