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      • August 11th 2015
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August 11th, 2016 – Celebration of 4th Anniversary of the Institute

 

 

 

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  • The Institute for the Fiduciary Standard

    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

  • Forum Information

    John C. Bogle Legacy Forum Program

  • The Board of Directors

    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

  • Why an Institute

    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...

  • The 6 Core Fiduciary Duties 

    • ‣ Serve the client’s best interest
    • ‣ Act in utmost good faith
    • ‣ Act prudently -- with the care, skill and judgment of a professional
    • ‣ Avoid conflicts of interest
    • ‣ Disclose all material facts
    • ‣ Control investment expenses

  • Best Practices Board

    • Christopher Cannon, CFA
    • William C. Prewitt, M.S., CFP
    • Stephen D. Johnson, CFP©
    • Knut A. Rostad, MBA
    • General Counsel to the Best Practices Board: Daniel Bernstein
    • Clark M. Blackman II, CFA, CFP, CPA/PFS
    View full bios here.

  • The Board of Directors

    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

  • Why an Institute

    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...

  • Best Practices Board

    • Christopher Cannon, CFA
    • William C. Prewitt, M.S., CFP
    • Stephen D. Johnson, CFP©
    • Knut A. Rostad, MBA
    • General Counsel to the Best Practices Board: Daniel Bernstein
    • Clark M. Blackman II, CFA, CFP, CPA/PFS
    View full bios here.
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