Allan Henriques

Our Services

We are here to offer ways in which we deliver fiduciary excellence for nonprofits and endowments.

 

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

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

Get in Touch!

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