Fiduciary Physical

The Fiduciary Physical is a service of the Financial Consulate that supports non-profit organizations, foundation and endowments with assistance in accomplishing their mission and fulfilling their fiduciary duties.

The Fiduciary Physical is a complete overview of your non-profit organization’s fiduciary systems, processes, and structures. It begins with an examination of your organizational goals and objectives, and then through the lens of fiduciary duty we conduct a comprehensive analysis of your organization. When the Fiduciary Physical is complete you are provided with a framework for improvement of your organization’s fiduciary systems, a tailored list of recommendations, explanatory commentary and an implementation checklist.

The Fiduciary Physical includes the following:

  • Gathering detailed information about your organization history, mission, value and plans.
  • Review of your Investment Policy Statement.
  • Review and analysis of assets under management.
  • Audit of your organization’s fiduciary systems.
  • Implementation assistance (additional fees may apply).

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