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

Roadrunner

A Transitive Property of Fiduciary Duties?

If A = B and B = C, then A = C. This is the “transitive property of equality” that we learned in our remedial algebra classes so...
Verify

A Trustee’s Duty to Independently Monitor Investment Advisors

“A trustee shall exercise reasonable care, skill and caution by periodically reviewing the agent’s actions in order to monitor the agent’s performance and compliance with the terms of...
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Investment Governance Overview: Is my investment advisor doing a good job?

The Problem It’s difficult to answer the question, “Is my investment advisor doing a good job?”  Predictably, all investment advisors report that they are “doing great” and are...