Annual Investment Reviews: the need to diversify

Posted on January 19, 2010 by Bill Stalter

The ICCFA’s November Magazine included an article by Craig Martin that provides good advice for all death care trusts. Death care trusts are notoriously bad performers, and if operators are to improve investment performance they need to work more closely with their fiduciaries and portfolio managers. Mr. Martin offers 5 tips that are equally applicable to preneed trusts and endowment care trusts:

  1. Know your investment guidelines (and statutory limitations)
  2. Communicate with the investment manager on a regular basis
  3. Use a professional fund manager
  4. Include growth in the asset allocation
  5. Explore the availability of a master trust
Tags: , , , , , , ,
Trackbacks (0) Links to blogs that reference this article Trackback URL
http://www.deathcarelaw.com/admin/trackback/177910
Comments (0) Read through and enter the discussion with the form at the end
Post A Comment / Question Use this form to add a comment to this entry.







Remember personal info?
Send To A Friend Use this form to send this entry to a friend via email.