

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.
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.
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The Nonprofit Fiduciary
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