We provide investment advice to foundations, trusts, and charities, helping them meet their important fiduciary responsibility.
We offer guidance on prudent investment practices and ongoing investment management services to aid committees in fulfilling their fiduciary duties.
Best Practices for Trusts, Foundations, and Endowments
on July 24, 2016 with No Comments
Even if a committee has contracted with “prudent experts,” the Committee never delegates its fiduciary responsibility.
Fulfilling Your Fiduciary Duty as a Trustee or Board Member
on July 19, 2016 with No Comments
Despite the fact that millions serve in a fiduciary role, many are wholly unaware of their legal responsibilities.