About Fiduciary Governance Advisors
Fiduciary Governance Advisors was established to address a specific gap in how investment oversight is performed across defined contribution plans and trust accounts.
In many organizations, fiduciary responsibility for investments is clearly understood in principle—but the structure, process, and documentation supporting that responsibility are often informal, inconsistent, or not aligned with actual practice.
Fiduciary Governance Advisors focuses on helping fiduciaries define and document how investment oversight is performed, rather than what investments should be selected.
Our Focus
The firm’s work centers on:
structuring investment governance processes
aligning fiduciary roles with actual oversight practices
establishing consistent monitoring frameworks
improving documentation supporting fiduciary review
creating repeatable governance models across accounts and plans
This work applies across both:
trust account investment oversight, and
defined contribution plans, where default investments often play a central role
Within defined contribution plans, the firm maintains a particular focus on:
default investment (QDIA) governance and the structure of target-date fund oversight
Our Role
Fiduciary Governance Advisors operates as an independent governance consultant.
We do not:
manage assets
recommend or replace investments
perform manager due diligence
act as an investment advisor or fiduciary decision-maker
provide legal or compliance advice
Instead, we work alongside advisors, trust companies, and legal counsel to strengthen how investment oversight is structured and documented.
About the Founder
Fiduciary Governance Advisors is led by Brian Leite, DBA, CFA, CFP, CPFA, CEBS.
Brian has experience across investment management, defined contribution plans, and fiduciary advisory roles, with a particular focus on how investment structures are designed and evaluated over time.
His work reflects a consistent theme:
investment outcomes are shaped not only by the assets selected, but by the structure, assumptions, and governance processes behind them.
This perspective informs both the firm’s consulting engagements and its written work on fiduciary governance.
Perspective
Investment oversight has evolved.
The fiduciary question is no longer limited to:
“What investments have we selected?”
It increasingly requires answering:
“How are those investment decisions structured, evaluated, and documented over time?”
Fiduciary Governance Advisors exists to help organizations answer that question clearly and consistently.
Start the Conversation
If your organization is evaluating how investment oversight is defined, structured, or documented, we are happy to discuss.