Expertise

Partnering with your team to develop a tailored strategy, Fiducient Advisors helps satisfy your many fiduciary responsibilities. We aim for you to achieve these goals with less time, cost and burden, all while empowering every employee to enjoy a successful retirement. Learn more about our 401(k), 403(b), Pension, Cash Balance and Taft-Hartley services.

Nonprofits face an array of overwhelming challenges in advancing their mission. At Fiducient Advisors, we take the time to listen and engage with committees, staff and board members to create a tailored investment strategy grounded in practical research and stewardship oversight. Our objective is to operate as your “Investment Office,” a true extension of an organization’s board, investment committee and staff. We seek to move beyond the realm of investment management work and serve as a strategic partner of your mission-driven organization.

The Wealth Office® of Fiducient Advisors acts as a true fiduciary, consistently achieving a high standard of obligation to clients. We listen to your needs and goals while partnering with you to develop a comprehensive approach for your wealth and personal finances. Our professionals then develop a strategy on the most appropriate path forward for today and into the future.

Our OCIO practice helps financial institutions strengthen critical investment research efforts at every turn. Using the same analytical tools and expertise we employ with institutional clients and private families, our offerings are intended to enable partner firms to expand into new markets and to capitalize on the ever-changing investment landscape.