The team at Apex Fiduciary differentiates themselves from other Trustees as they have experience in all aspects of ESOPs from structure, design and fiduciary knowledge to negotiate fairly on behalf of the ESOP participants as well as all operational aspects of the ESOP.

They bring his experience to the Board with high-level strategic thinking, understanding the intricacies of compliance as well as getting into the details with what is important to participants.

Call Now
for a Consultation.  
770.410.5022

Contact Us for a Consultation 770.410.5022

We take fiduciary responsibility for all plan actions to:
•    Protect and advocate for participants
•    Protect plan sponsors from undue risk
•    Protect other named and un-named fiduciaries

By bringing:
•    Superior levels of attention 
•    Expertise regarding all plan aspects
•    Minimizing your liability 
•    You focus on your job while we focus on your plan
•    Constant attention on trends and developments