Investments as a Fiduciary: Investments offered under 3(21) and 3(38) fiduciary services are provided by FBS Securities, a Registered Investment Advisor (RIA). Our RIA firm adheres to the highest standards of fiduciary responsibility, ensuring that all investment advice and selections are made in the best interests of our clients.
Third-Party Administrator (TPA) Services: The Third-Party Administrator (TPA) services are managed by a separate department within FBS Securities. This department operates independently from our investment advisory services to maintain the integrity and objectivity of our offerings.
Referral Partners: For TPA business, we collaborate with trusted referral partners who bring specialized expertise and capabilities to enhance the services we provide. Our partnerships are designed top offer comprehensive and seamless support to meet the diverse needs of our clients.
Distinct Operations: Please note that our TPA and Investment departments operate independently of each other. This distinction ensures that each department can focus on delivering the highest quality of service in their respective areas, without any conflicts of interest.