The Wise Investor Show

On this week’s show, the Wise Investor Group looks at what it means to be a trustee. In particular, the adherence to specific fiduciary duties and responsibilities including: 1. Duty to Administer Trust by Its Terms 2. Duty of Skill and Care 3. Duty to Provide Notices 4. Duty to Furnish Information and to Communicate 5. Duty to Account 6. Duty Not to Delegate 7. Duty of Loyalty 8. Duty to Avoid Conflict of Interest 9. Duty to Segregate Trust Property 10. Duty of Impartiality 11. Duty to Invest 12. Duty of Confidentiality To reach Matt Anderson, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.