Investment Committee Handbook

Whether you are a fiduciary is determined by what you do, and not necessarily who you are. Conrad Siegel’s Investment Committee Handbook will help you determine if you are a fiduciary and explain what you need to consider in your role as a fiduciary. The handbook discusses topics like:

  • How to limit fiduciary consequences
  • How to protect yourself and limit your personal liability
  • What you need to know about fees
  • How to establish an Investment Policy Statement (IPS)
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