Fiduciary Consulting & Auditing
Mr. Mendiola-Long is also accredited as an Accredited Investment Fiduciary Analyst (AIFA), Registered Fiduciary (RF) and Master Trustee (MT) by three different US Nationally recognized Fiduciary Certification Organizations.
Fiduciary Resources Inc. is a company that was founded with the intent of “leveling the playing field” for government and private board or trustee members that have little or no financial expertise.
We have found that most board members, trustees, and investment committee members have very little understanding of the magnitude of their fiduciary responsibility. In addition, most if not all of them, fully depend on other people, sometimes in conflict, to advise them of their fiduciary responsibilities. Our company prides itself on simplifying and putting into layman’s terms, key essentials of the responsibilities inherent in your role as a fiduciary.
Fiduciary Resources, Inc. utilizes the twenty-seven Fiduciary Practices as defined by the Center for Fiduciary Studies to define and substantiate specific investment fiduciary practices that are applicable to investment advisors, trustees, and investment committee members. These practices serve as the primary training guide and test for Fiduciary Reviews and Fiduciary Audits, two of the services offered by Fiduciary Resources, Inc.
Fiduciary Resources, Inc. prides itself on being the only United States Corporate firm to employ a fully ACCREDITED INVESTMENT FIDUCIARY™ in the Pacific region. The company’s primary principal, Mr. Phillip Mendiola-Long, AIF™, is a graduate of the Center for Fiduciary Studies at the University of Pittsburgh Katz Graduate School of Business. He has also completed trainings at The Wharton School at the University of Pennsylvania and the Callen Institute for Pension Funds and Investment Management Programs.
Mr. Mendiola-Long has served in roles such as Chairman of the Investment Committee for the Mariana’s Public Land Trust and Board Secretary of the Asia Pacific Association for Fiduciary Studies. Mr. Mendiola-Long currently serves on the CNMI Free Trade Zone Board, in which he represents the island of Tinian. Serving in these roles provides the important perspective from the board room out necessary to understand and deliver services and fiduciary resources the clients can actually find beneficial and useful.
Fiduciary Resources, Inc. is headquartered in the Commonwealth of the Northern Mariana Islands, a United States possession in the Western Pacific Ocean, near Japan. Our firm services a majority of its clients in the Pacific Region which include; the CNMI, Guam, Palau, Federated States of Micronesia, American Samoa, the Marshall Islands, Tonga, Fiji and Hawaii. Fiduciary Resources, Inc. is also available to service United States Mainland clients on a regular basis.
Contact us at Phil@shermanpacific.com or call +1 (670) 433-2664 for more information or click https://www.fiduciaryresources.com/default.asp to learn more.