Fiduciary Duty - Beyond the Title

Investment fiduciaries are challenged by the need to foster a culture of fiduciary responsibility that is defined by reliable, fixed standards. The management of investment decisions is not an easy task, even for trained investment professionals; and a nearly impossible task for lay decision-makers who serve as trustees and investment committee members of retirement plans, foundations, endowments, and personal trusts.

Since professional and lay decision-makers depend on an assortment of industry vendors for assistance in managing their diverse roles and responsibilities, it is important to foster and promote a culture of fiduciary responsibility with all involved parties.

Fiduciaries are persons who have the legal responsibility for managing someone else’s money, including trustees and investment committee members.

The links below will take you to page(s) that will address the concerns of the various types of fiduciary. If you have questions that remain unanswered, or would like to discuss YOUR fiduciary concerns, please call us at (800) 834-0365, (530) 297-7441, or email us at

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