Congratulations Barrett Scott on this great accomplishment! #TeamFiducient #CertifiedFinancialPlanner
Fiducient Advisors
Financial Services
Chicago, IL 21,193 followers
Helping clients achieve their investment goals with our disciplined fiduciary approach.
About us
Fiducient Advisors opened its doors on May 1, 1995 striving to provide unparalleled and customized investment consulting services. Our clients include retirement plan sponsors, endowments and foundations, individuals and families, and financial institutions. We abide by a fiduciary obligation to put our clients' interests first. The hallmarks of our firm are simple: Help Clients Prosper Backed by years of experience, our goal is to help clients develop a framework for success. This can mean improved performance, reduced expenses, or assistance in satisfying fiduciary and stewardship responsibilities. Place Clients' Interests First Our goal is to provide straightforward advice. We do not offer proprietary products, receive commissions or charge money managers or vendors to be included in our database. We believe our ability to communicate with clients sets us apart. First, we listen. Then we offer meaningful recommendations in a proactive, timely manner. Practical Intellectual Capital We strive to improve returns, reduce risk or both. Equipped with proprietary modeling tools, we provide practical solutions for complex issues. We would like to be your valuable resource and welcome the opportunity to prove ourselves.
- Website
-
https://www.fiducientadvisors.com/
External link for Fiducient Advisors
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- Chicago, IL
- Type
- Privately Held
- Founded
- 1995
- Specialties
- Wealth Management, Retirement Plan Consulting, Pension Plan Consulting, OCIO, Discretionary Consulting, Cash Balance Plan Consulting, Endowment and Foundation Consulting, Nonprofit Consulting, Outsourced CIO, Manager Search, Fiduciary Consulting Services, 403b Consulting, 401k Consulting, Family Office Consulting, Financial Planning, and Taft-Hartley Consulting
Locations
Employees at Fiducient Advisors
Updates
-
A strong mission deserves strong leadership. We share key lessons on aligning effective governance with an organization's purpose. Find out how to ensure your nonprofit achieves its full potential through thoughtful leadership and strategy. In this episode, we celebrate four years of podcasting with highlights from top conversations on nonprofit investments, governance, and impactful strategies for success. 🎧 Tune in now to the newest episode of Nonprofit Investment Stewards: https://bit.ly/3BrNN2P #NonprofitInvestments #Leadership #Governance #Strategy #Nonprofits #Mission #Impact #Management #Inspiration
-
Bradford Long, CFA and Robert Lowry, CFA provide our 2025 Outlook: Bridging the Divide. Read on for more on our three central themes: fragility, durability and the age of alpha: https://lnkd.in/eQ57eiEQ #MarketOutlook #portfoliodurability #investmentmarkets
-
What an incredible journey it has been! Over four years, the Nonprofit Investment Stewards podcast has shared valuable insights, actionable strategies, and inspiring stories to help nonprofits thrive. While this is our final episode for now, the wealth of knowledge remains accessible to you. Looking for more resources to empower your nonprofit and its investment strategy? Visit www.Fiducient.com for videos, blogs, and other resources to keep your mission strong. 🎧 Tune in to our concluding release here: https://bit.ly/3BrNN2P #NonprofitInvestments #Leadership #Nonprofits #Resources #Strategy #Finance #Mission #Governance #Impact #Philanthropy
-
Collin McGee, CFA provides a look at how post-election optimism fueled U.S. markets in our November Market Review - Riding the Wave: https://lnkd.in/eNEe8Qnd #marketreview #marketrecap #financialmarkets
-
Our latest issue of The Public Fiduciary Newsletter is now available! Christopher Rowlins provides an update on The State of Public Pension Plans: https://lnkd.in/eh_qmMPS #publicplans #pensionplans #retirement
-
Don't miss part two of our wellness webcast series with Andrew Lendnal, Scott Boulton and Chad Tischer: Empower Your Employees - Wellness by Fiducient in Action. Register today! https://lnkd.in/epwuRRvd #WellnessByFiducient #TeamFiducient #Webcast
-
Wishing our clients and friends a wonderful Thanksgiving! #HappyThanksgiving2024 #TeamFiducient
-
Nicholas Breit, CFA, CFP® provides valuable year-end financial planning tips in our latest blog post. Read it here: https://lnkd.in/efh3xpqT #financialplanning #taxplanning #retirement
-
Congratulations to Alex Wikstrom, CFA on this great accomplishment! #TeamFiducient #CFACharterholder