Investment fiduciaries include investment advisors, trustees and investment committee members—many of whom are either CPAs, or advised by CPAs. This section will discuss the importance of being a fiduciary and what steps need to be taken when you are serving in that capacity.

Investment Fiduciary Responsibility

View a video clip on Investment Fiduciary Responsibility featuring Clark Blackman, CPA/PFS, from the 2008 Advanced PFP Conference.