Tag Archive for ‘uniform prudent investor act’
Conservative Investing Requires Care and Planning
Conservative investors have a guide for investing retirement funds. The uniform Prudent investor Act is used by trusts and institutions alike.
Prudently Designed Portfolios Increase Safety
Your total investment portfolio should have a lot of different investments to consider. The key to prudent risk reduction is to determine how the investments may correlate with each other over time.
Fee Only Planning Services
Get Objective, Unbiased Advice
The popular press touts Fee-Only planning as the best arrangement for obtaining financial planning. This arrangement supposedly insures objectivity and unbiased advice for the lowest possible price. In some instances, this is the best arrangement to make. If price is the only concern, then fee-only arrangements make sense for those with at least $750,000 in retirement funds.
Begin with a Prudent Process
Uniform Prudent Processes are Objective
The Uniform Prudent Investor Act (UPIA) defines a process for Prudent investing. Expert fiduciaries who follow the process correctly make the portfolio management prudent, without regard to subsequent results.
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