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

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How much is too much for a trustee to be paid? (Part 1 of 3)

Duty: Section 7 of the Uniform Prudent Investor Act directs that “... a trustee may only incur costs that are appropriate and reasonable in relation to the assets,...
How did you do this year

Duty to Monitor the Total Return of a Trust Portfolio

Statutory Considerations: Section 2(c)(5) of the Uniform Prudent Investor Acts directs that “Among that a trustee shall consider in investing and managing trust assets are… the expected total...
Investigate

A trustee’s duty to investigate conflicts of interest

Duty to Investigate: Section 2(d) of the UPIA directs, “A trustee shall make a reasonable effort to verify facts relevant to the investment and management of trust assets.” In response...