Trustee Education Series

Responsibility–the word is used to convey the fulfillment of one’s promises. When working in institutional portfolios, it can mean the difference between success and failure. With often too many “cooks in the kitchen” on full boards, understanding the fiduciary responsibility of the board (or subcommittees appointed by the board) is intrinsic to the portfolio’s long-term […]

The investment world is one that does not come without risk. Many of us remember the crisis of 2007-08 all too well, and have become more wary and cautious with our personal investments along with those investments we may oversee as a Trustee on an institutional level. Though we are now enjoying a healthier economy, […]

Any professional knows the importance of return on investment (ROI) in making decisions about money management. Due to the pressure to attain a substantial and trackable ROI, many clients are requesting the assistance of professionals with a track record of excellence and experience in consulting in such matters. These aforementioned professionals are investment consultants, which […]