Fiduciary Governance for Trustees

Anodos develops and maintains a fiduciary governance process for trustees so that their 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 duty to diversify or “Too much of a good thing?”

The trustee’s duty to diversify or “Too much of a good thing?”

Statutory Consideration: Section 2(c)(5) of the Uniform Prudent Investor Act directs, “A trustee shall diversify the investments of the trust unless the trustee reasonably determines that, because of...
A Trustee’s Duty to Monitor Investment Agents

A Trustee’s Duty to Monitor Investment Agents

Duty to Monitor Investment Agents: Section 9(a)(2,3) of the UPIA directs that a trustee shall establish “… the scope and terms of the delegation, consistent with the purposes...
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How Much Should A Trustee Be Paid?

Few trust documents provide any guidance about trustee compensation other than to say it shall be “a reasonable amount”. Predictably, few trustees, beneficiaries or professional advisors agree on...