Fiduciary Education: The Cornerstone for a Sound Prudent Process

Innovest Appointed as Qualified Training Organization for Registered Fiduciary™ Designation

Donna Patch, AIF™, RF™

We believe it is important to educate plan sponsors, board members and pension staff on fiduciary related matters as well as the capital markets and investments.  As co-fiduciaries with our clients, Innovest provides in-depth fiduciary training on an on-going basis. It is imperative that all trustees with whom we work understand the legal responsibilities of their position.

Click here to continue reading.