Al Otto, AIFA®

Founder & Chief Executive Officer
TF: 888. 382.8010 x105

Perry Wilkes, AIFA®, CPA

Director of Research & Litigation Support Services
TF: 888. 382.8010 x106

 

About Us

VISION

Guide Fiduciaries, through sound judgment, to improve retirement security for America.

MISSION

OneFiduciary Group is a trusted advisor to mid-market fiduciaries utilizing prudent process, transparency and full disclosure to strengthen the financial future of all stakeholders.

STATEMENT OF PURPOSE

OneFiduciary Group is built on a foundation of right relationships and integrity in dealing with all people.  We embrace a corporate climate of trust, accountability and encouragement.

We are here to serve others and to multiply the gifts, talents, time and energy of everyone we encounter.  We believe that through the focus of these abilities, the US Retirement System can be transformed into one of growing promise and prosperity for all the American workers that participate in it.

CORE VALUES

• High integrity = do the right thing
• Innovation = improved output with  better process
• Accountability = responsibility and truth
• Independence = serve the client first
• Excellence = deliver the best with passion