Prudent Experts – Selection & Monitoring

Allan Henriques

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.

FiduciaryPath can equip you to select and monitor prudent experts and other Service Providers to help you manage your fiduciary responsibilities. When fiduciary service providers are selected through a prudent process and regularly monitored, they may shoulder some of the board/trustee fiduciary burden.

Prudent Expert Selection

FiduciaryPath consults with trustees/boards and leadership on selection of prudent experts. We run a prudent selection process to help you select prudent experts that can assist you in managing the assets. We work with leadership to: 

  • Develop appropriate due diligence criteria for selecting fiduciary investment advisors and other service providers.
  • Run a Request for Information (RFI) or Request for Proposals (RFP).
  • Evaluate firms that respond.
  • Assist in your documented selection process.
  • Recommend what to include in your organization’s investment policy and service provider agreements that will help you increase value from your service providers.

Monitoring Service Providers

FiduciaryPath consults with trustees/boards and leadership on periodic service provider monitoring. We set up appropriate processes that you can adopt and follow, or we can provide ongoing monitoring services.

    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 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

    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

    Allan Henriques

    The Nonprofit Fiduciary

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    Allan Henriques

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