Risk Advisory for Employer Sponsored Benefit Plans

We clarify and reduce risk

We engage with our clients’ leaders in finance and human resources to clarify standards of care described in fiduciary laws. We reduce our clients’ risk by assessing their procedural and investment decision making methods and by implementing lasting governance and risk management solutions.

Risk Management for Endowments and Foundations

We ensure excellence

Roland|Criss works with senior level executives to ensure that governance and operating practices align with relevant standards of care.

Rating Assurance for Investment Advisory Firms

We certify compliance

We provide a fiduciary identity advantage to investment advisors that earn our firm’s attestation that the computer models they use to advise clients comply with federal regulations.

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  • What We Think

A vital advantage lies with Roland|Criss. A few distinguishing competencies power better outcomes for retirement plans and nonprofits.

We hold strongly to the idea that our ability to produce greatly improved outcomes for our clients lies within a few vital competencies that we have developed over the past two decades. We partner with our clients to transfer those competencies and improve the productivity and safety of retirement plans, welfare benefit plans, and nonprofit organizations.

What executives say
about us…

I cannot think of one good reason every retirement plan sponsor and non-profit trustee should not require certification and accreditation for each consultant and money manager sharing the fiduciary role. Roland|Criss is leading the way to a new era of accountability.

Jack Gardner
Managing Director
Thornburg Investment Management Inc.