“Ignorance of the law is no excuse”
We help Foundations, Endowments, and Investment Plan Committees understand what it means to be a fiduciary. Our fiduciary training program includes a tailored presentation and deliverables for your organization in order to help mitigate fiduciary risk. Whether it’s a new board of directors or an existing investment committee, let us help you understand your fiduciary responsibilities and provide timely regulatory updates.
To learn more about our fiduciary services, please fill in your information below.