Investment Governance for Trustees
Anodos develops and maintains an investment governance process for trustees so that their fiduciary duties are fulfilled.
What We Do
We develop policies, execute procedures, and maintain a compliance library for trustees.
Who We Help
We do this work for individual trustees, ERISA fiduciaries, foundation and endowment board members, and business managers.
How We're Different
Investment governance is all we do. We don’t manage money, sell insurance or accept referral fees. We don’t have a horse in the race.
Featured Articles
A Trustee’s Duty to Independently Monitor Delegates UPIA §9(a)(3)
The Uniform Prudent Investor Act at Section 9(a)(3) directs, "A trustee shall exercise reasonable care, skill and caution by periodically reviewing the agent’s actions in order to monitor the...
