Modern Portfolio Theory Expert Witnesses

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William (Bill) Fender Expert Witness

William (Bill) Fender

Colorado - Serving: All States
Fiduciary Duties and Responsibilities in Investment Management Expert Witness
Phone(303) 694-1900

William (Bill) Fender is a principal and senior investment consultant in a SEC registered investment adviser firm that provides investment consulting services on a fee-only basis to over $16 billion of individual, retirement plan and foundation investment portfolios pursuant to the...

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  • Steve Masterson

    Coeur d Alene, Idaho

    Private Fiduciary, Trust Consultant and Expert Witness Services

    Phone (208) 755 3704

    Fiduciary standards of care by individual and corporate fiduciaries; Standards for care under the Uniform Prudent Investor Act; Investment portfolio modeling; Uniform Principal and Income Act; Standards for discretionary distributions to beneficiaries; Federal estate tax ; Federal fiduciary income...

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