The Nonprofit Fiduciary

FiduciaryPath

Delivering Fiduciary Excellence for
Nonprofits, Foundations, Endowments, Retirement Plans, Governments, Tribal Nations, and Investment Advisors

What Is A Fiduciary?

What Is A Fiduciary?

An investment fiduciary is an individual who has responsibility for the management of the assets of others and is therefore in a special position of confidence, reliance and trust. The standard of conduct required of fiduciaries is considered the oldest, strongest,...

CEFEX Certification Case Study

CEFEX Certification Case Study

Name: Bossier Parish Community College Foundation Established: 1998 Serves: Bossier Parish Community College, Bossier City, Louisiana. Assets: $4 million Grants: More than $650,000 in scholarships and over $6 million in overall school support awarded through 17 State...

Allan Henriques

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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.

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

  • This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
  • This field is for validation purposes and should be left unchanged.