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.
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
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...