Fiduciary Leadership Training We provide half-day, full-day and multiple-day sessions to support
nonprofit leaders meeting their fiduciary responsibilities.
Learn More Fiduciary
Leadership Training
Consultation & Fiduciary
Assessments
Our experienced fiduciaries and CEFEX Analysts help expedite implementation
of the Global Fiduciary Standard of Excellence for Nonprofits and Endowments.
Learn More

Allan Henriques

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.

Allan Henriques

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.

Allan Henriques

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

Allan Henriques

Industry Accolades:

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Kate McBride’s Fiduciary Leadership Training and Expert Assessments have been a game changer for our organization’s Board of Trustees and staff. Her savvy communications and accredited fiduciary excellence has increased our team’s focus, consistent application of best practices, and helped to grow our assets by 20% in one year. Our donor-clients satisfaction has never been higher! We strongly recommend Kate McBride of Fiduciary Path.

Vanessa Bechtel, President & CEO, Ventura County Community Foundation / VCCF Nonprofit Center

Kate McBride has helped us verify the Best Fiduciary Practices we have integrated throughout our investment portfolios and employee retirement plans. Her expertise has helped us to improve our investment processes further, in a comprehensive cycle to protect the best interest of our tribal members and our community.

Patricia Mercier, CFO, Paskenta Band of Nomlaki Indians

Kate McBride has been a leader in the fiduciary world for more than a decade. We’ve worked together on fiduciary policy, research, and advocacy. Her expertise in practical application of prudent investment practices and decades of investment experience give her a unique understanding of how best to counsel fiduciary trustees, boards, and leaders to protect their organization’s assets.

Blaine Aikin, AIFA®, CFA, CFP® Executive Chairman, CEFEX and Fi360

Allan Henriques

The Nonprofit Fiduciary

Our exclusive blog featuring latest news and resources including; prudent practices, industry news, case studies and more.

Nonprofit Facts of Life: Mutual Funds

Nonprofit Facts of Life: Mutual Funds

Nonprofit Facts of Life that Nobody Told Me . . . There’s a lot you need to know when you’re a Nonprofit Leader – a lot that may not have occurred to you when you agreed to follow your passion and make an impact with your favorite Nonprofit! There are both Fun Facts...

Allan Henriques

Get in Touch!

We would love to hear from you. Please fill out the form below, email, or call us with your questions.