nonprofit leaders meeting their fiduciary responsibilities.
Leadership Training
Assessments
of the Global Fiduciary Standard of Excellence for Nonprofits and Endowments.
Our Mission
Investment fiduciary knowledge for you, better results for your organization.
Powered by enlightened fiduciaries: You.
Culture of Excellence
A culture of investment fiduciary excellence that generates more for your mission whether it’s charitable, community or retirement. Increased trust, effective management, enhanced reputation, more confident donors, improved outcomes for beneficiaries and members.
Best Practices
Best practices that promote organizational excellence – and more assets via increased support, greater from service providers, controlled investment costs, and reduced institutional and personal liability. It’s a virtuous circle.
Empowerment
Empowered by fiduciary best practices, Boards, Trustees, Investment Committees and Staff are much more effective. Organizations thrive. Missions accomplished.
That’s the difference fiduciary training, best practices, gap analysis and certification makes.
Our Services
Many Nonprofit Leaders do not realize that they have legal fiduciary responsibilities – and fewer still are truly aware of the full scope of those responsibilities. Most have never been shown how and what it takes to be a fiduciary.
Fiduciary Essentials® Training
Provides a common investment vocabulary and best practices framework that helps leaders.
Fast Track to Fiduciary Excellence®
When best practices are in place, organizations get better results. More for your mission, whether it’s charitable, community or retirement.
Prudent Experts - Selection & Monitoring
You don’t have to know everything about investing, but you do have understand your responsibilities and how to choose prudent experts – professional fiduciaries – to help you.
Keynote & Public Speaking
Engaging, informative and inspiring talks designed with easy-to-implement takeaways to promote fiduciary excellence for nonprofit leaders.
Who We Serve
We serve as fiduciary trainers and best practices consultants to the Boards, Trustees and Leaders of nonprofits, retirement plans, apprenticeship trusts, tribal nations, and government treasury, comptroller and pension departments.
We help you meet all your
fiduciary responsibilities.
Our team of experienced fiduciaries and CEFEX Analysts provides practical fiduciary education and consulting services.
Kathleen M. McBride
Accredited Investment Fiduciary Analyst – AIFA® Designee
Fiduciary Education Trainer
CEFEX Analyst
Fiduciary Consultant
Allan Henriques
Accredited Investment Fiduciary Analyst – AIFA® Designee
Fiduciary Education Trainer
CEFEX Analyst
Fiduciary Consultant
Roger Levy
Accredited Investment Fiduciary Analyst – AIFA® Designee
Fiduciary Education Trainer
CEFEX Analyst
Fiduciary Consultant
Industry Accolades:
The Nonprofit Fiduciary
Our exclusive blog featuring latest news and resources including; prudent practices, industry news, case studies and more.
Where are the Lay Fiduciaries Who Have Control and Responsibility for More Than $26 Trillion of US Investment Assets?
Allan Henriques, Kathleen McBride, David J. Bromelkamp, Trevor Merrill, and Tony A. Michael Finding the Elusive Lay Fiduciary No one knows exactly how many Lay Fiduciaries exist, even though they’re legally responsible for prudently managing trillions of...
Did You Know That There’s More Than One Type of Fiduciary?
For Nonprofits, there are three. By Kathleen McBride, AIF™, AIFA®, CEFEX Analyst® Now that we’ve surprised some nonprofit leaders who may not have realized that they are Lay Fiduciaries™[1], (please see “Are you a Fiduciary?”) let’s talk about other types of...
Does Your Nonprofit Board Membership Mean You Are a Fiduciary?
The answer may surprise you. By Kathleen McBride, AIF™, AIFA®, CEFEX Analyst® We get a lot of questions about who is or isn’t a Lay Fiduciary™. A Lay Fiduciary, in the nonprofit sense, is someone who is not an investment professional, but is a decision-maker...