We help establish the governance framework and continue to ensure proper implementation. We work closely with the board of trustees to ensure that a fund is operating in the best interests of its shareholders.
- Coordinate the Trust’s Board of Trustees’ (Trustees) communication
- Establish meeting agendas
- Compile Board meeting materials
- Evaluate independent auditor
- Secure and monitor fidelity bond and Director and Officer Liability coverage
- Prepare minutes of meetings of the Board of Trustees and Fund shareholders
- Provide personnel to serve as officers of the Trust if so elected by the Board of Trustees, attend Board of Trustees meetings and present materials for Trustees’ review at such meetings