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

If you dont know where you are going...

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 (a) of the UPIA directs, “In investing and managing trust assets, a trustee may only incur costs that are appropriate and reasonable...
Trustee Checklist

Duty to Prudently Administer or “Check, check, double check, recheck” (1 of 12)

Duty of Prudence: Section 2(a) of the Uniform Prudent Investor Act directs, "A trustee shall administer the trust as a prudent person would…"  But how is one to...
It’s harder to be a trustee than to go down steps on a pogo stick

It’s harder to be a trustee than to go down steps on a pogo stick

The Problem: You are a trustee. You said "Yes" when a family member, close friend, or client asked you if you would serve as their successor trustee. Now,...