William Fender, CPA, J.D., MBA, AIFA, RF
Principal, Senior Investment Consultant, Innovest Portfolio Solutions LLC
4643 S. Ulster St.
Denver, CO 80237
Work: 303-694-1900, x. 303
Expert testimony, Expert reports, Litigation, Arbitration, FINRA, Defendant, Plaintiff, Damage calculations, Uniform Prudent Investor Act, Restatement (Third) of Trusts: Prudent Investor Rule, Uniform Trust Code, Investment Advisers Act of 1940, Suitability, Conflicts of interest, Employee Retirement Income Security Act, ERISA fiduciary, ERISA co-fiduciary, Uniform Prudent Management of Institutional Funds Act, Office of the Comptroller of the Currency, Bank trust departments, Reg. 9, Fiduciary duties and responsibilities, Breach of fiduciary duty, Co-fiduciary, Conflicts of interest, Discretionary authority, Exercise of discretion, Abuse of discretion, Exculpation, Trusts and estates, Trustees, Trust beneficiaries, Trust conversions, Total return trusts, Income-only trusts, Trust terms – mandatory, precatory, permissive, Modern Portfolio Theory, Mutual funds, Hedge funds, Hedge fund of funds, Alternative investments, Private Placements, Diversification, Asset allocation, Concentrated portfolios, Portfolio strategy, Portfolio management, Risk and return objectives, Index funds, Risk, Risk management, Risk tolerance, Investment costs, Due diligence, Sophisticated investor, Unsophisticated investor, Behavioral finance
Please see www.expert-fiduciary.com.
Please contact Mr. Fender for a CV that includes detailed information about his investment consulting experience, expert witness experience, expert witness testimony, expert witness reports, professional certifications, fiduciary designations, education, employment history, published articles and presentations.