Precision Fiduciary Analytics

Precision Fiduciary Analytics (PFA) is a national consultancy of fiduciary compliance experts providing expertise to trustees of retirement plans, private trusts and not-for-profit organizations, as well as plaintiffs and defendants involved in fiduciary responsibility litigation. The firm’s particular focus is the application of the prudent investor rule under ERISA and the Uniform Prudent Investor Act. PFA consultants analyze a trust’s operations, identify fiduciary breaches, and relate the breaches to applicable federal and state statutes. Some typical breaches of fiduciary duty include failure to establish and implement prudent strategies, insufficient diversification, failure to prudently monitor investment performance, and failure to control fees and expenses. The PFA stands ready to assist litigants with analysis, calculation of damages, and expert witness opinion.