Complete Fiduciary Wellness Assessment

A fiduciary wellness assessment is a simple and convenient process we use that can help you gain clarity and confidence in your plan management. It should take no more than 10 minutes to complete, and you can do it online yourself or with assistance from our team. We'll share your score and detailed recommendation report as a follow-up.

Disclosures

Interlake Capital Management is registered as an investment advisor with the states of California and Wisconsin. Additional information about Interlake Capital Management also is available on the SEC’s website at www.adviserinfo.sec.gov. The SEC’s web site also provides information about any persons affiliated with, registered, and required to be registered, as investment adviser representatives of Interlake Capital Management.