Faircourt Partners
Independent fiduciary advisory firm focused on designing and managing customized retirement plans for employers and participants. Services include fiduciary advisory, retirement-plan design, investment manager due diligence (including private equity diligence), client onboarding and participant education, and regulatory compliance support.
Industries
Nr. of Employees
small (1-50)
Faircourt Partners
Chicago, Illinois, United States, North America
Services
Independent fiduciary advisory services for retirement plan sponsors, including fiduciary governance and oversight.
Custom design of retirement plans to align with employer objectives and employee needs while managing cost and complexity.
Selection and due diligence of investment managers for plan menus, covering public and private market managers.
Due diligence services focused on private equity investments for retirement-plan contexts.
Onboarding support for new clients and education/outreach programs for plan participants to drive engagement.
Advisory support for regulatory compliance, required disclosures, and alignment with fiduciary obligations.
Independent fiduciary advisory services for retirement plan sponsors, including fiduciary governance and oversight.
Custom design of retirement plans to align with employer objectives and employee needs while managing cost and complexity.
Selection and due diligence of investment managers for plan menus, covering public and private market managers.
Due diligence services focused on private equity investments for retirement-plan contexts.
Onboarding support for new clients and education/outreach programs for plan participants to drive engagement.
Advisory support for regulatory compliance, required disclosures, and alignment with fiduciary obligations.
Expertise Areas
- Retirement plan consulting
- Fiduciary advisory and governance
- Investment manager due diligence
- Private equity diligence for retirement plans
Key Technologies
- Investment due diligence methodologies
- Retirement plan design methodologies
- Participant education and outreach programs
- Regulatory disclosure and reporting processes (Form ADV)
News & Updates
Blog post on business-related themes.
Blog post categorized as inspiration.
General blog post.
Regulatory disclosure document (Form ADV Part 3) published by the firm.
Blog post on business-related themes.
Blog post categorized as inspiration.
General blog post.
Regulatory disclosure document (Form ADV Part 3) published by the firm.