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January 2010 » Overseeing Investment Managers
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Jesse Mackey
CPAs are often called upon to advise individuals on investments, and even CPAs who are not investment specialists have long guided clients toward sound investment approaches and away from deals too good to be true. CPAs are often asked by clients to monitor various tax and other aspects of their investment portfolios. When serving as an executor or trustee, a CPA must directly oversee the activities of investment advisors. For most executors and trustees, the old prudent safe harbor of U.S. Treasury securities is no longer available. Today, fiduciaries are generally required by law to use asset allocation and diversification strategies derived from modern portfolio theory (MPT).
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