FULFILLING FIDUCIARY DUTY: STEWARDSHIP
Investment committees are stewards and have a stated legal duty to act in the best interests of their constituents. Effective stewardship is rooted in the implementation of substantiated and prudent governance and fiduciary practices. We provide investment committees with a disciplined fiduciary process that represents best practices in stewardship and fiduciary governance.
While investments are the engine of the portfolio, fiduciary governance is critical. Our well-articulated fiduciary process provides a disciplined governance system, based on laws, regulations, and best practices.
As a result, our clients—from boards to investment committees—are fully supported through the complexities of fiduciary governance.