Clifford Dunteman, CFA
Vice President – Investment Consulting Services
Cliff has over 30 years of investment industry experience and serves as investment consultant and partner for Francis Investment Counsel. He is the primary creator of the Fiduciary Advice @ Work Recap. This communication is designed to summarize key insights provided to the Firm’s clients in their latest quarterly reviews, helping them maintain a forward-looking perspective when it comes to retirement plan design, investment monitoring, and plan oversight.
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View these recaps for forward-looking recommendations and takeaways from our latest quarterly reviews