Westminster Consulting, LLC Email Format

Financial ServicesNew York, United States0-1 Employees

Westminster Consulting, LLC operates in the financial services industry, offering fiduciary advice, counsel, and investment analysis to clients that include boards of directors, trustees, investment committees, and other fiduciaries. Its work centers on helping these governance bodies fulfill their responsibilities under ERISA and the Uniform Prudent Investor Act as well as the Uniform Prudent Management of Institutional Funds Act. The company is based in Rochester, New York, and operates as a small professional services firm. Its client base consists of governance bodies overseeing retirement plans and institutional funds, with services focused on fiduciary oversight and investment strategy. In 2018, Westminster Consulting was recognized as one of PLANADVISER Top 100 Retirement Plan Advisers.

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