SP&H advises fiduciaries to minimize their risk as Officers, Directors, and Trustees through complete and thorough analysis of their entities objectives.

We detail goals and objectives, timelines, Manager Performance, Funding, Risk Tolerance, and Tax Status and present the client with a summary plan to follow. We advise on a Quarterly basis for ongoing professional risk management.

Audit & Review Services

Our Proprietary process Fiduciary Shield ^TM guides the client through the Hierarchy of Decisions and achieves our clients’ goals by the following four-step process:

• Organize
• Normalize
• Implement
• Monitor

By investigating the nuances within each of the four key areas above, SP&H evaluates our Clients’ Fiduciary Responsibilities so the entity’s standards will be congruent with the highest Fiduciary Standards of excellence for Investment Stewards and Investment Advisors. These assessments provide comprehensive measures of risk and trustworthiness of investment fiduciaries.

Litigation Services

Litigation Support, Damage Calculations and Expert Witness Testimony. 

We have worked on over 2,000 matters and have been named as expert witnesses in over 1,000 court proceedings. SP&H experts have testified over 120 times in trial and over 500 times in deposition. We are dedicated to:

• Producing persuasive reports, documents, presentations, and court exhibits that withstand third-party scrutiny;
   
• Maintaining an impeccable track record of deposition and trial testimony;
   
• Having access to ample resources to conduct proper research and due diligence, including a top-of-the-line computer network system, online databases, and an extensive in-house library; and
   
• Employing the most qualified and best-trained analysts and administrative staff, enabling us to meet tight deadlines.

For more information regarding SP&H's Fiduciary Services, specialties or for detail on our experience in additional industries, please contact Michael Martin at (310) 571-3400 or via e-mail at mmartin@sphvalue.com