FDX Advisors, Inc.

Overview

FDX Advisors, Inc. is a corporate investment adviser that has been SEC-registered since 1987. The firm serves primarily institutional clients and positions itself as a capital allocator and adviser that can both manage portfolios directly and select outside managers. Its advisory services cover portfolio management for individuals, small businesses, and institutions, and it also operates as an “other financial product” salesperson. FDX charges clients via a mix of asset-based fees, hourly charges, and fixed fees. The firm identifies as an active ESG investor and reports that it works with third-party managers and pooled vehicles in various capacities.

Assets & Accounts

Public Holdings

Investments & Alternatives