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

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...
Edited stickman

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...
Duty to incur reasonable investment costs

Duty to incur reasonable investment costs

Duty to Pay Only Fair Fees: Section 7 of the UPIA directs, "In investing and managing trust assets, a trustee may only incur costs that are appropriate and reasonable...