Insights
Writing for the people who oversee other people’s money.
Notes on prudent investing standards, fiduciary duties, and how a documented investment process actually works in practice.
First articles coming soon.
We are preparing a series on the Uniform Prudent Investor Act, documenting investment decisions for court accountings, and what to look for when reviewing a portfolio you have just become responsible for.
In the meantime, the seven questions every fiduciary should be able to ask any adviser are the most useful thing we publish.
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