Ethics & Fiduciary Counseling
Trusted advisor to fiduciaries.
We serve as fiduciary counsel to some of the largest pension plans in the country – helping trustees and senior staff protect the pensions of teachers, first responders, and other public employees.
The Importance of Fiduciary Duty
The work of pension plan trustees and administrators is more challenging than ever. Volatile markets, heightened public scrutiny, evolving regulations, and increased stakeholder expectations are putting enormous pressure on decision-makers. In this environment, strong fiduciary governance is more than a legal requirement: it’s critical to the mission of protecting beneficiaries and preserving long-term trust.
We are experienced counselors and strategists grounded in real-world experience. Our clients benefit from our experience as former in-house pension attorneys and as current outside counsel to major public pension funds. We provide clear, actionable guidance on fiduciary responsibility, ethical duties, governance, compliance issues, and related organizational mandates — all with an eye to helping institutional investors serve their members and beneficiaries.
How We Support Institutional Investors
Working closely with public pension plan trustees and administrators across the country, we provide comprehensive fiduciary, compliance, and ethics counsel. Our work includes:
- Helping navigate shifting economic conditions and organizational challenges
- Advising on governance matters and ensuring that pension plan trustees and staff adhere to fiduciary obligations
- Designing and delivering customized fiduciary education and board training
- Conducting internal investigations and guiding the implementation of corrective actions
In short, we help pension funds operate with confidence, transparency, and integrity — empowering trustees and staff to fulfill their duties and safeguard their members’ and beneficiaries’ financial future.