Board Fiduciary Consulting
Investment policy development, governance support, and fiduciary education for non-profit boards and investment committees.
Non-profit board members carry real fiduciary obligations — but most never received formal investment training, and the consequences of a missed step are personal. We work alongside boards and investment committees to make those obligations clear, document the decisions that protect the organization, and put the policies in place that turn one-off discussions into a defensible governance process.
Engagements range from a one-time investment policy refresh to ongoing committee advisory work — whatever your governance structure and budget will support.
What We Offer
Capabilities available through this service may include
- Investment Policy Statement development and review
- Committee charter and governance document drafting
- Fiduciary onboarding for new trustees
- Documentation of investment decisions and rationale
- Annual fiduciary self-assessment support
Make the Standard Defensible
If a decision is challenged years later, what matters is whether it was made through a documented, prudent process. We help boards build that process into the way they already operate — not as paperwork overhead, but as the audit trail that protects every member individually.
Educate Without Overwhelming
New trustees often arrive with deep expertise in their professional field but limited investment background. We tailor onboarding and ongoing education to the audience — so the conversation in your committee room is substantive without becoming inaccessible.
Ready to Get Started?
Schedule a consultation to discuss how our board fiduciary consulting services can help you reach your goals.