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Brian R. Taylor Joins Prudent Investor Advisors, LLC

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Prudent Investor Advisors, LLC, a registered investment advisory firm regulated by the Securities and Exchange Commission, was founded to invest, manage and monitor money according to a prudent fiduciary process.

To give wider exposure to this process, one of our advisors has written a book that seeks to help all trustees – including those responsible for the assets of corporate employee retirement plans such as a 401(k) plans, foundations and endowments, private family trusts and public employee retirement plans - avoid liability in the process-oriented world of modern prudent fiduciary investing. Individual investors can benefit from our process as well.

 

 

Fiduciary Focus

Articles
Each month in "Fiduciary Focus," W. Scott Simon shares his knowledge and experience with hundreds of thousands of readers to help enhance understanding of the investment duties required of all prudent fiduciaries. A Step Beyond ERISA Section 404(c): Improving on the Participant-Directed Investment Model
  
Journal of Pension Benefits,
   Summer 2005
PDF
Illuminating the "Broad Range" Requirements of ERISA Section 404(c) With the Language of Modern Portfolio Theory 
 
Journal of Pension Benefits,
 
Autumn 2005 PDF
 
 

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791 Eighth Street; Suite S
Arcata, CA 95521
(866) 446-1848


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