What is a Fiduciary?

Allan Henriques

A fiduciary is a person who holds a legal or ethical relationship of trust when entrusted with someone else’s money or property. A fiduciary must avoid conflicts of interest and self-dealing. A fiduciary must act solely in the interest of the person or organization who entrusted them with that money or property. Not all investment professionals are fiduciaries. When someone manages the assets of your organization and is not required to act as a fiduciary with the assets you’ve entrusted to them, you and your organization may be at risk, personally and institutionally, if the assets are not invested prudently. If you’re not sure whether you have fiduciaries working on your investments, call us. We can diagnose quickly and help fix cure this issue.

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.

 

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:

quotes

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.