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Fact sheet

3(38) Institutional Investment Fiduciary Services

Precision Fiduciary Partners is an experienced provider of fiduciary services for retirement plans, offering a differentiated and flexible 3(38) solution designed to help plan sponsors navigate an evolving landscape.

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Fact sheet

The new retirement plan advisor

Precision Fiduciary Partners helps you operate more efficiently and effectively as a retirement plan advisor. That means more time for you to focus on managing the plan sponsor relationship, consulting on plan design, providing participant education, leveraging resources to provide expertise, and helping to manage fees.

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Brochure

The GPA System

Explore our disciplined approach to evaluating, selecting and monitoring retirement plan investments with the Grade Point Average (GPA) System.

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Fact sheet

Third-Party Certification

Review our certification as a qualified ERISA 3(38) adviser by DALBAR, Inc., the financial community’s leading independent expert for evaluating and rating business practices.

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The GPA System is a licensed methodology from LeafHouse Financial Services, used with permission by Precision Fiduciary Partners. | Precision Fiduciary Partners, LLC (“Precision Fiduciary Partners” or “PFP”) is an SEC-registered investment advisor. Registration does not imply a certain level of skills or training. Some information contained herein has been obtained from sources believed to be reliable but is not necessarily complete and its accuracy cannot be guaranteed. Any opinions expressed are subject to change without notice. Advisory Fees are described in PFP’s Form ADV Part 2A. PFP does not provide legal or tax advice. Past performance is not indicative of future results. Mesirow refers to Mesirow Financial Holdings, Inc. and its divisions, subsidiaries and affiliates. The Mesirow and PFP names and logos are registered service marks of Mesirow Financial Holdings, Inc. © 2026, Mesirow Financial Holdings, Inc. All rights reserved.