Wise Steward Advisory Services
WSAS is an Independent Registered Investment Advisor, with a mission to be
an independent, client focused and innovative advisory services company,
specializing in Due Diligence and Fiduciary Responsibilities of 401(k) Plan
Sponsors. Our goal is to provide solutions to our clients’ needs relying on the
following stewardship principles:
• Impeccable Integrity
• Responsibility
• Ecstatic Service
• Solid Management
“ERISA holds plan fiduciaries to a high legal standard…the responsibilities of
fiduciaries have been described as the highest known to the law” [Donovan v.
Bierwirth, 680 F .2d 263, 272 (2d Cit. 1982)] Obviously, not all fiduciaries have
the skills needed to satisfy these high standards. Fortunately, ERISA permits
fiduciaries, an in fact requires them, to get help when they need it.”
--Fred Reish/Joe Faucher
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Wise Steward Corporation
22855 Savi Ranch Pkwy. Unit #G, Yorba Linda, CA 92887
Phone: (714) 283-2377 Fax: (714) 283-2166
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"The 401k Steward"
Wise Steward Advisory Services, Inc.
