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
Trustee’s duty to develop an administrative plan or “If you don’t know where you are going you might end up somewhere else.”
Duty to Develop a Plan: Section 2(a) of the UPIA directs, “In investing and managing trust assets, a trustee may only incur costs that are appropriate and reasonable...
