Welcome to the Institute for the Fiduciary Standard!

The Institute is a nonprofit formed in 2011 to benefit investors and society through its research, education and advocacy of the fiduciary standard's importance to investors, our capital markets and economy. Six key fiduciary duties embody the fundamental elements of an investment fiduciary’s responsibility. Read More

Knut A. Rostad | President of the Institute for the Fiduciary Standard
Jim Patrick | Managing Director of Envestnet
Michael Zeuner | Managing Partner at WE Family Offices
Paul Pagnato | Founder and CEO of PagnatoKarp

The rationale for an Institute for the Fiduciary Standard is straightforward: The fiduciary standard is important, representing ideas central to our form of government and free market economy; it is under significant pressures from market forces that could sharply limit its reach; no other entity is solely focused on preserving and promoting the fiduciary standard. More...

Knut A. Rostad | President of the Institute for the Fiduciary Standard
Jim Patrick | Managing Director of Envestnet
Michael Zeuner | Managing Partner at WE Family Offices
Paul Pagnato | Founder and CEO of PagnatoKarp

The rationale for an Institute for the Fiduciary Standard is straightforward: The fiduciary standard is important, representing ideas central to our form of government and free market economy; it is under significant pressures from market forces that could sharply limit its reach; no other entity is solely focused on preserving and promoting the fiduciary standard. More...