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Trustees can reduce their personal risk by creating a compliance library which demonstrates they have fulfilled each of their duties of care under the Prudent Investor Act. Developing this library demonstrates the trustee has acted prudently and in good faith which is a prerequisite to qualifying for the exculpation clause of the state statute. This library will include a series of governance documents which demonstrates the trustee has fulfilled their statutorily defined obligations.
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Review fiduciary duties of care under applicable statutes (UPIA, ERISA, UMIFA).
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Identify a process for the development and maintenance of a fiduciary library.
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Share “best practices” for fiduciary governance procedures.
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Reduce trustee’s personal liability.
Josh Yager
Anodos Advisors
Principal
josh@anodosadvisors.com
8058991245
Josh Yager is a recognized content expert on the issues of fiduciary duties relating to the management and oversight of trust assets. He lectures extensively on the policies and procedures for conducting investment manager audits to CPAs, attorneys, and professional fiduciaries throughout the country. Josh is Managing Partner at Anodos Advisors and a licensed attorney. Prior to founding Anodos in 2005, Josh worked for fifteen years as an investment advisor with Mercer Advisors. Josh likes to read books about dead presidents.
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