While the standards of the Uniform Prudent Investor Act and the Restatement 3rd of Trusts (Prudent Investor Rule) are centrally concerned with the investment conduct of fiduciaries of private family trusts, they also have a bearing on the activities of fiduciaries of charitable trusts and can be expected to inform the investment responsibilities of directors and officers of charitable corporations as well.

Prudent Investor Advisors, LLC can help fiduciaries of non-profit organizations such as foundations and endowments establish and follow a prudent investment and management process that is legally sound, academically oriented and cost efficient. Disciplined adherence to this process can help reduce the risk and enhance the wealth of portfolios of non-profit organizations.

Privacy Policy

Prudent Investor Advisors, LLC © 2007

Legal Disclaimer