Managing the risks of your clients can be a daunting task. Having an impartial advisor can make all the difference.

As co-fiduciary advisor, we help our clients with the design, documentation and ongoing execution of the fiduciary process. Our clients include retirement plans, hospital organizations, charitable foundations, endowments, insurance companies and other sponsors of institutional asset pools.

FiduciaryVest is an independent, employee-owned investment advisory firm. As such, we provide objective consulting services and advice that is solely in the interests of our clients. Among our many consulting services, we'll assist you in analyzing your assets, developing your investment policy goals and guidelines, designing investment programs that align with your goals and objectives, and finding investment managers and/or funds; all the while optimizing the savings benefits for plan participants.

The FiduciaryVest team currently serves 41 institutional clients in 17 states and Canada, representing $7.6 billion in assets.

Read more about our philosophy.