“Is my investment manager doing a good job?”

Anodos helps answer this question. We conduct independent manager audits which investigate the four key elements of the investment process. We conduct these audits for individuals, trustees, pension plan fiduciaries and foundation board members. What makes us unique is this is all we do. We don’t manage money, sell insurance or accept referral fees. We don’t have a horse in the race.

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Risk v Return

Was the risk that was taken appropriate given the return that the manager captured?

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Fair Fees

Was the fee charged by the investment manager and the underlying products or sub managers appropriate given the size of the portfolio?

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Diversification

Are there any redundancies, concentration or gaps in the strategies and holdings within the portfolio?

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Operational Considerations

Are there any risks associated with the investment platform or advisory team that are being relied upon?

Governance

You will have an investment process that is consistent with your objective and investment principles.

Accountability

You will be equipped with the key performance indicators needed to judge your manager’s effectiveness.

Clarity

You will know what to focus on and what to disregard.

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“My attorney didn’t know the answers to my questions. And the referral from my attorney didn’t know the answers. But the Anodos team had an intimate understanding of the investment, tax and governance issues I was facing as a trustee.”  

- Gilbert F.

Trustee

"Not only does this firm understand the fiduciary duty issues thoroughly; they are enormously helpful in applying the standards of care to a particular situation. Perhaps most helpful is their willingness to accommodate our schedule. Overall a very positive experience and an excellent work product."

- Scott S.

Esq. and Trustee (Massachusetts)

"I had a nagging feeling that the investment manager the prior trustee was using wasn't very good, but I could never prove it. It was helpful to have Anodos do a thorough, independent review of the facts."  

- Greg H.

CPA and Trustee (California)

"Having Anodos help us conduct our manager search gave the Fiduciary Committee a great sense of peace that we were fulfilling our ERISA duties of care during this important transition."  

- Samir G.

CPA and Trustee (California)