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Josh Yager

Anodos Advisors
Principal
josh@anodosadvisors.com
8058991245

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Josh Yager is a recognized content expert on the issues of fiduciary duties relating to the management and oversight of trust assets. He lectures extensively on the policies and procedures for conducting investment manager audits to CPAs, attorneys, and professional fiduciaries throughout the country. Josh is Managing Partner at Anodos Advisors and a licensed attorney. Prior to founding Anodos in 2005, Josh worked for fifteen years as an investment advisor with Mercer Advisors. Josh likes to read books about dead presidents.

About Us: Anodos helps trustees (ERISA, Individual, and Endowment) save time, reduce their personal risk, and fulfill their fiduciary duties. We do this by helping the trustee conduct audits of the money managers to whom investment duties have been delegated. We help our clients answer the question "Are the investment managers and consultants as good as they claim to be?" Fiduciaries have an affirmative duty to provide ongoing and independent oversight of the money managers. What makes us unique is that we do not manage money or sell insurance. Doing fiduciary audits, benchmarking studies, and performance attribution is all we do.

Archived Webinars Offered

REDUCING PERSONAL RISK: A TRUSTEE'S GUIDE TO HANDLING DUTIES OF CARE

Date RecordedDecember 14, 2018  CostFREE  Course Length1.0 hour  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other    

AN ERISA TRUSTEE'S DUTIES OF CARE OR "WHY SIZE DOESN'T MATTER"

Date RecordedDecember 16, 2016  CostFREE  Course Length1.0 hour  Subject AreaOther  Course LevelIntermediate  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Other    

SO, YOU'RE A CPA AND A TRUSTEE. NOW WHAT?

Date RecordedDecember 5, 2016  CostFREE  Course Length1.0 hour  Subject AreaOther  Course LevelIntermediate  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other