Fiduciary portfolios, such as trusts, have been carefully established in order to protect loved ones or provide long lasting funds to help important causes. Of all responsibilities that fiduciaries have, the duty to monitor service providers and investment managers is the most time consuming and critical.
We strive to provide exceptional service to support the responsibilities of financial stewards by helping them comply with their responsibilities as described in the Uniform Prudent Investor Act and the Uniform Prudent Management of Institutional Funds Act. We serve family, professional, and foundation trustees that are responsible for the stewarding of funds for the benefit of others.
Our desire is to serve:
- The overwhelmed trustee who wants to get better organized, save time, and reduce costs.
- The trustee looking to educate and equip themselves to make better decisions.
- The trustee who has trust responsibilities spread across many different financial institutions and who needs consistency and standardization.