Fiduciary Duties and Responsibilities in Investment Management Expert Witness
William (Bill) Fender
4643 South Ulster Street
Suite 1040
Denver, Colorado 80237
Suite 1040
Denver, Colorado 80237
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William (Bill) Fender is a principal and senior investment consultant in an SEC registered investment adviser firm that provides investment consulting services on a fee-only basis to over $30 billion of individual, retirement plan and foundation investment portfolios pursuant to the Investment Advisers Act of 1940. He is also responsible for the firm's expert witness services. His expertise and experience focuses on litigation involving fiduciary duties associated with trusts and estates, retirement plans, foundations and financial advisers.
Areas of Expertise
- Arbitration
- Asset Allocation
- Bank Trusts
- Damages
- Fiduciary Duty
- Investment Management
- Investments