Fiduciary Education Services

Foundation directors or trustees have a fiduciary obligation to manage the assets prudently, impartially and in the best interest of the foundation.

Services Include:

Assist the board in developing investment policies clarifying investment objectives, defining risk parameters and determining appropriate strategies;

Provide independent and impartial advice to boards and managers, consistent with written investment policies, as well as state and federal laws;

Teach current and future board members the principles of investments, fiduciary standards and accountability.