Liability Coverage Review

Trustees face personal liability for their actions—and need to ensure they have adequate insurance coverage in place. Traditional errors and omissions (E&O) does not cover the acts of a trustee. Fidelity Bonds are designed to protect beneficiaries—not trust officials. West Capital Management can provide a thorough review of each trustee’s liability coverage. Since these policies […]

Asset-Based Liability Study

This proprietary study gives trustees a clear picture of current asset allocations and investments—and examines whether they are sufficient to meet all future benefit payments. It also explains the potential impact of regulatory change on funding requirements, and explores alternate portfolio recommendations. An Asset Liability Study can help your trustees demonstrate that they are taking […]

Investment Policy Statement Development

A properly-drafted Investment Policy Statement is your first line of defense against liability. West Capital Management can write or revise your statement to clearly articulate your plan’s goals, the roles and responsibilities of each fiduciary, and the proper procedures for all trustee decisions. We believe so strongly in the importance of your Investment Policy Statement […]