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

Good Job

Don’t let 2023 bring about a trustee breach lawsuit 

The performance of liquid assets in many trusts was dismal in 2022 and likely fell short of expectations projected by the trusts' investment advisors. If so, some trustees...

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...