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Anodos Advisors

Anodos Advisors

  • Accounting
  • 2-10 employees
  • Santa Barbara, California
  • 288
  • 805-899-1245

Anodos has been providing fiduciary governance consulting to trustees since 2005, helping trustees reduce their personal risk and fulfill their fiduciary duties by developing and maintaining governance policies, procedures and practices which demonstrates the trustee has fulfilled each of their duties of care. Frequent areas of engagement include trustee fee studies, independent audits of investment managers/consultants, manager search engagements, expert testimony regarding trustee’s duties of care, performance audits (benchmarking studies), litigation and trial preparation.  What makes Anodos unique is that governance consulting is all that we do. We do not manage money, sell insurance, or receive referral fees. Truly independent evaluation and governance support is all we do. We don’t have a horse in the race.

  • Investment Manager Audits

4.7

(15)
73%
27%
0%
0%
0%

KS

Very interesting trust information

BK

Great webinar on trustee's duties!

JLS

Excellent presentation and great notes.

CZ

It was very informative. He directed us to steps on each particular topic. He covered why, what, and how. I was very pleased with the information and can use this in the near future.

CM

Well done Obviously knowledgeable speaker.

MEM

Great presentation, very relevant and interesting

CB

Excellent class.

CB

Excellent class.

RS

Presenter did an excellent job. Clear voice with great examples. Need more like him.

WK

none noted

MG

Another well-run CPE course from myCPE. The topics offered are interesting and relevant to the current financial and tax environment.

RK

Good presentation; thanks.

JK

Excellent presentation!!!!

CM

I am a beneficiary and my aunt/trustee is trying to be paid a certain percentage of the assets. I was just looking for information to understand what is reasonable.

FA

Very good presentation

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