The Alpha Fiduciary roster of open-end and exchange-traded funds has had below-average risk-adjusted performance, as evidenced by its average three-year Morningstar Rating of 1.0 stars.

Many retirement plan fiduciaries are deterred from providing ESG funds as investment options because of the strict fiduciary standards required by the Employee Retirement Income Security Act of 1974 ...

Similarly, investors act as principals when selecting investment fund managers as agents to manage assets. An investment fiduciary need not be a financial professional (money manager, banker ...

The Alpha Fiduciary roster of open-end and exchange-traded funds has had below-average risk-adjusted performance, as evidenced by its average three-year Morningstar Rating of 1.0 stars.

Editor’s note: This is part one of a two-part series about the importance of working with a fiduciary financial ... which were primarily mutual funds, and quickly realized they were not aligned ...