п»ї JPR Prudent Process – Fiduciary Consulting Services
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Investments
Moving beyond an ultraconservative, risk intolerant investment strategy.
Process
We help you develop a prudent and comprehensive Investment Policy Statement, find the right Investment adviser for you, set proper expectations with your Board of Directors and implement a successful investment strategy.
Results
Countless satisfied investors and decades of experience are the cornerstone to our proven success.
The JRP Prudent Process empowers
removes emotion and procrastination from investment decision making, provides assistance in evaluating and managing risk and limiting liability for losses.

The Prudent Process:

The JRP Prudent Process empowers CFO’s and Boards of Directors to fulfill their fiduciary duty to adequately manage treasury and retirement plan assets by moving beyond an ultraconservative, risk intolerant investment strategy.

Many organizations lack the expertise, the time or the focus to perform the due diligence or gain the intelligence necessary for sound investment decision making.

The JRP Prudent Process removes emotion and procrastination from investment decision making, provides assistance in evaluating and managing risk and limiting liability for losses.

 

Our services help you:

  • Develop a prudent and comprehensive investment policy statement
  • Select an investment advisor
  • Implement a successful investment strategy
  • Set expectations with Shareholders and Boards of Directors

 

The Prudent Man Rule:

As stated in the Prudent Man Rule, found in ERISA Section 404(a)(1)(B), fiduciaries must act:

…with the care, skill, prudence and diligence, under the circumstances then prevailing, that a prudent person acting in a like capacity and familiar with such matters would use in the conduct of an enterprise of a like character and with like aims. 

 

The Prudent Process

    • The duty to investigate
    • The duty to maintain records
    • The duty to obtain expert assistance
    • Leading to an informed and reasoned decision