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

The Trustee’s Compliance Library

The Trustee’s Compliance Library

Trustees and beneficiaries don't always see eye-to-eye on issues of trust administration and governance.  For the most part, the reasons for these disagreements are divergent beliefs about responsibility,...
Case Study – Modifying Trust Distribution Rates

Case Study – Modifying Trust Distribution Rates

Last month the Anodos team worked on an interesting investment governance project that we thought you might find elucidating. Facts:  A grantor setup a "Net Income" trust in 1987...

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...