Welcome to QBOX Fiduciary Solutions, LLC

Being an independent Registered Investment Advisory (RIA) firm we have a fiduciary duty to provide advice or options that are in the participant’s best interest.  We strongly advocate an Open Architecture Qualified Plan Service Model or simply “Boxes of Responsibility”.  

• All Service providers duties, fees, and fiduciary status are clearly identified and disclosed
• Multiple checks and balances 
• Multiple investment options and Institutional Quality Money Managers  

We work with our clients to maintain a Sound Fiduciary Process for their qualified plan

We Provide

ERISA 3(38) or ERISA 3(21) Services for our Partners.  We are directly hired by the Plan Sponsor and acknowledge that we are acting in a Fiduciary capacity for the plan.

Our Partners Include

• Independent RIA and RIA Firms
• Institutional Money Managers
• Recordkeepers and TPA Firms