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
Duty re Liquidity or “What’s the Game Plan?”
Statutory Considerations: Section 2(c)(7) of the Uniform Prudent Investor Act directs that, “Among circumstances that a trustee shall consider in investing and managing trust assets are… needs for liquidity, regularity...
