Victory Fiduciary Consulting is a CEFEX certified Independent Fiduciary. Victory was the first firm in New Jersey to earn the CEFEX (Center For Fiduciary Excellence) certification in 2007 signifying they have implemented the industry's Best Practice Standards. This annual re-certification process separates us from other advisory firms who have built in conflicts of interest.
We believe the focus should be on executing the most appropriate strategies while documenting that we place our clients interest first. We provide 401k plan consulting to Plan Sponsors and serve as Investment Advisors to private investors from all walks of life. We are committed to the preservation and growth of every asset entrusted to us, no matter the amount or size.
We believe the focus should be on executing the most appropriate strategies while documenting that we place our clients interest first. We provide 401k plan consulting to Plan Sponsors and serve as Investment Advisors to private investors from all walks of life. We are committed to the preservation and growth of every asset entrusted to us, no matter the amount or size.
Services
The Victory story begins with the parents of CEO Bud Verfaillie. Although Verfaillie's parents Howard and Dale did not have a formal education, they instilled valuable life lessons in their children as God-loving and God-fearing parents. His father Howard worked as a carpenter and clearly established and demonstrated their family's set of core values on a daily basis.
Victory Fiduciary Consulting is located in quaint Mullica Hill within Harrison Township in Gloucester County, NJ. Our offices are headquartered along the bustling and historic downtown business district of Main St.
We operate within an easily identifiable, green, historic home, situated on a landmark property, which previously served as the location of the very first practicing attorney in Gloucester County, NJ. Our private entrance and free parking are located in the rear of our building.
We operate within an easily identifiable, green, historic home, situated on a landmark property, which previously served as the location of the very first practicing attorney in Gloucester County, NJ. Our private entrance and free parking are located in the rear of our building.
As an independent Registered Investment Advisory firm, we act as a Fiduciary to the plan. Victory has a fundamental obligation to provide suitable investment advice and always act in the best interest of our clients. In addition, as an ERISA 3(21)(A)ii and 3(38) fiduciary advisors, we implement the 22 Best Practices as established by the Foundation for Fiduciary Studies.
How much liability exposure do your Plan Trustees and Sponsors have? As captain of your ship, you want to operate with the assurance your ship will not run aground or risk sinking. This case has changed the entire landscape of the 401k industry, approach to plan management and oversight. At Victory Fiduciary Consulting, it's all hands on deck when it comes to your compliance responsibilities.
How prepared are your employees for their cruise into retirement? Our primary goal is to equip every participant so they can retire with dignity. Victory Fiduciary Consulting will enable your employees to determine if their retirement ship will reach their final port on time. Our retirement readiness program is an interactive retirement planning program that is integrated with our Record Keeper.
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