10 Feb

Fiduciary Duties Under the Prudent Investor Act or How to Avoid Being a Knucklehead

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Josh Yager, Anodos Advisors

February 10, 2016

Presented by: Josh Yager, JD, CFP, ChFC
Anodos Advisors – conducts independent audits of money managers and life insurance products to help trustees comply with their fiduciary duty to monitor the activities of third parties to whom investment duties have been delegated.

Many fiduciaries ask, “Am I doing all that I can to minimize my personal risk as I serve as a trustee, conservator or guardian?” Trusted advisors are ideally positioned to help their clients develop and administer a process which documents compliance with fiduciary duties under the Prudent Investor Act (Section §16047 – §16052).