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Distribution Partners of the Center for Fiduciary Studies are those organizations who sell or otherwise distribute the Prudent Practices for Investment Fiduciaries handbook series and SAFEs to their customers and clients.

To become a Distribution Partner, an organization or individual agrees to purchase 200 handbooks in the first year of the agreement with a continuing annual commitment of 100 handbooks. This commitment may be met with any combination of handbooks in the Prudent Practices for Investment Fiduciaries handbook series [Prudent Practices for Investment Stewards (U.S. Edition), Prudent Practices for Investment Advisors (U.S. Edition), Prudent Practices for Investment Managers (Worldwide Edition) or Legal Memorandums (U.S. Edition)]. In appreciation of this commitment, Distribution Partners may purchase handbooks at the lowest available rate of $10/handbook and their name and Web address will be listed in the three handbooks and on the Foundation for Fiduciary Studies’ and the Center for Fiduciary Studies’ Website.

The following organizations serve as distributors for the fiduciary handbooks and SAFEs.

Alpha Wealth Strategies

www.alphawealthstrategies.com

Ardor Fiduciary Services, Ltd.

www.prudentfiduciary.com

BST Retirement Services

www.bstco.com

Bruton Financial Partners www.brutonfinancial.com
Charles Schwab and Co., Inc. www.schwab.com
Charles Stephen and Co. www.charlesstephen.com

Chubb

www.chubb.com

Comerica, Inc.

www.comerica.com

Commonfund

www.commonfund.com

Cornerstone Advisors Asset Management, Inc.

www.cornerstone-companies.com

Delaware Investments

www.delawareinvestments.com

Federated Investors

www.federatedinvestors.com

Freund & Co. Investment Advisors, L.C.

St. Louis, MO

Gartmore Global Investments

www.gartmore.us

Halbert Hargrove

www.halberthargrove.com

The Broker-Dealers of ING

www.ingadvisors.com

Ingham Group

www.ingham.com

Inspired Capitalworks

www.inspiredcapitalworks.com

Lindner Capital Advisors

www.lcaus.com

Managed Accounts Consulting Group of Prudential Investors

www.managedaccounts.com

Managers Investment Group

www.managersinvest.com

McKinley-Carter Wealth Services

www.mc-ws.com

Midwest Fiduciary

www.midwestfiduciary.com

National Association of College and University Business Officers (NACUBO) www.nacubo.org

Plante Moran Financial Advisers

www.pmfa.com

Sheridan Road Financial

www.sheridanroad.com

Silver Oak Wealth Advisors, LLC

www.silveroak.com

Sprinkle Financial Consultants

Scott@sprinklefinancial.com

Stanton Group

www.stanton-group.com

Thornburg Investment Management

www.thornburginvestments.com

Victory Asset Management Co., Inc.

www.victoryasset.com

Wealth Management Strategies

www.wealthdirection.com

Wharton Advisors

www.whartonadvisors.com

Learn more about the Practices featured in these books, developed by the Foundation for Fiduciary Studies

If you are interested in becoming a distribution partner, you may request a sample Distribution Partner kit .

View how the Distribution Partner list appears in the handbooks.

View the Distribution Partner agreement.

For all other handbooks and products available for purchase visit the Fiduciary Store