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Investment Strategies for Trusts

Total Credits
1 - 1.2
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Investing trust assets requires a trustee to consider and balance several factors to carry out the trust purpose in the best interests of its beneficiaries. They must also comply with legal principles that affect how the assets are to be managed in the absence of specific guidance in the trust documents.

For example, the Uniform Prudent Investor Act, which has been adopted by many states, requires trustees to follow certain rules when investing trust assets. Our panelists will review the best investment strategies for trustees to follow.

Lecturer Bios

Liz Miller, CFA® & CFP

Liz spent the first half of her career in front a computer. As an M&A analyst, then internal hedge fund security analyst with First Boston in the 1980s, Liz was on the leading edge of Wall Street’s boom in quantitative analysts. In the early 90’s, Liz joined Oppenheimer Funds: After managing mutual funds for a short-time, she decided she wanted to use her experience and expertise to more directly help people achieve their financial goals. Liz went on to become managing director and the head of equity research for Trevor, Stewart, Burton & Jacobsen, where she managed and advised institutional and individual clients.

Liz shares, “I went to Wall Street with my Wharton classmates and thrived on the intensity. As I learned to select and manage investments, I loved that my success was easily measured by portfolio performance. But once I grabbed that brass ring, I looked around and realized I wanted to be part of the good that can be spread with financial expertise. Shortly after I started managing portfolios for individuals and families, they started asking me other questions related to many of the planning issues that successful families face. They would share that their accountant or attorney had brought up a planning topic, but sent them to me for the next discussion. This is when I realized so many successful people are left to coordinate all their professionals by themselves in a quest for the best solutions.

In 2008, I decided to launch a firm that could simplify the financial life of clients by managing and coordinating all their diverse and complex, wealth needs.”

Liz currently serves on the Board of Directors for the Certified Financial Planner Board of Standards, on the Alumni Board of the Sphinx Society of the University of Pennsylvania as Vice President, and on the External Advisory Board of NJIT. Liz is also serves on the editorial advisory board for Trusts and Estates Magazine. She is a member of the CFA Institute, the Financial Planning Association (FPA), the National Speaker’s Association (NSA) and the Women’s President Organization (WPO). Liz joins the Chautauqua Institution every summer to lead Special Studies classes in investments and financial planning for multi-generational families.

In addition to earning numerous industry awards, such as the 2020 Five Star Wealth Manager recognizing top advisors for the highest in service and overall satisfaction, Liz is the author of “Clutter-Free Wealth: A Goal-oriented Guide to Gaining Control of your Affluence.” She is regularly quoted and featured in the media as a strategist and market expert for Bloomberg, The Wall Street Journal, CNBC, Reuters TV, BNN Bloomberg TV, MarketWatch, and Financial Planning Magazine.

Liz received a B.S. in economics from The Wharton School at the University of Pennsylvania and an M.A. from Columbia University.

Patricia M. Angus, Esq.

Patricia M. Angus, Esq., CEO, Angus Advisory Group LLC, Adjunct Professor, Managing Director, Global Family Enterprise Program, Faculty Director, Enterprising Families Education, Columbia University Graduate School of Business

Greg Singer

Greg Singer, Vice President | Frontier Technology at Silicon Valley Bank

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