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  • About
    • Board of Directors
    • Advisory Board
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    • Code of Ethics
    • Best Practices
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    • Membership Application
    • Certification Requirements
    • Certification Requirements
  • Alliance Program
  • Updates
  • Contact
Independent Trustee Alliance
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Daily Archives: January 31, 2019

Trust-worthy Investment Decisions – presented by Richard Neely

WebinarsBy Kevin QuinnJanuary 31, 2019
Since the Trustee usually acts as a fiduciary, there are decisions to make with Trust investments. Several topics are discussed: what is a Prudent Investor, how do Trusts influence investments, the importance of an Investment Policy, hiring investment advisors, exploring pros/cons of private investments, and more.
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