Ted Ong and Jeremy Lau, CFA®, CFP® are SEC-Register Investment Advisors (RIAs) with Prudent Investors Network. They specialize in fiduciary planning and investment management for institutional and private fiduciaries. They co-teach the Management of the Investment Portfolio Class in the Trustee Certification Program at California State University at Fullerton (CSUF) and co-authored the white paper, Prudent investing Under the Probate Code, What Judges, Estate Planning Attorneys, Fiduciaries and Trustees should Know. In addition to fiduciary planning and investment management services, Mr. Lau also serves as an expert witness on prudent investing under the California probate codes.
Prudent Investors Network, Inc.
Reading Investment Statements: How To Get Answers To Key Questions