Westminster Consulting Brochure Endowment & Foundation | Page 3

CONTENTS
Meet Westminster Consulting

2

11

Vendor Benchmarking

The Partners

3

12

Confero

List of Services

6

13

Stay in the Loop

Our Process

7

14

The Biggest Myth for Investment Consultants

Comprehensive Retainer Services

8

15

Improper Roles for Advisors

9

18

Fiduciary Due Diligence
Best Practices

10

19

Demonstrating Good Stewardship for Eleemosynaries

Fiduciary Compliance Resource CenterSM

Action Step Checklist

By Gabriel Potter

By Gabriel Potter

Thomas Zamiara & Gabriel Potter

21

Why Choose Us

Re-engineering Fiduciary | 1