Fiduciary Experts and Advisors

with more hands-on experience than anyone else

(949) 612-7577

[email protected]

Charles E. Wert
Principal

Independent Fiduciary
Industry Pioneer
Trust Bank Founder
About Chuck
  • Consulting, Pre-litigation and trial
  • Expert witness reports, depositions, and trial testimony
  • Mediation, Post-trial negotiations and settlements
  • Complex transactions involving company stock and non-traditional assets
  • Review of prudence of administrative and financial decision making by fiduciaries
  • Duties required for review and reliance on valuations, selection of valuation advisers, both with inside and independent valuation firms
  • Review of actions of fiduciaries for compliance with ERISA Fiduciary best practices
  • Alternative investment solutions

Newport Beach CA

201 Shipyard Way A2

Newport Beach, CA 92663

(949) 612–7577

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