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; while optimizing the savings benefits for plan participants.
As a co-fiduciary advisor, we help our clients with the design, documentation and ongoing execution of the fiduciary process. Our clients include defined contribution and 401k retirement plans, pension plans, hospital organizations, charitable foundations, endowments, and other sponsors of institutional asset pools. Besides Investment Policy Design, Quarterly Investment Performance Reporting, and Investment Manager Searches, some of our value added services include Asset Allocation Modeling, Custom Target Date Funds, and Liability Driven Investing (LDI).
FiduciaryVest Mission
To earn “trusted advisor” status with clients through consultant integrity, objective advice, and innovative solutions.
FiduciaryVest Core Values
Investment advisory services is our only business. Our team and processes are dedicated to one type of client: Institutional Sponsors of investment programs.
The “Core Values” that guide our team and our consulting services are:
- Uncompromising integrity (act in the best interest of our clients)
- Exceed client expectations (provide more services than our competitors)
- Employee ownership (our personal success is tied to client success)
- Narrow focus/deep expertise (healthcare and retirement plans)
- Innovative thought leadership (creative advice to improve outcomes)
These values drive us to serve the unique needs and interests of our clients.
The FiduciaryVest team currently serves 33 institutional clients in 17 states and Canada, advising $8.7 billion in assets.
