FIDERE

Overview

Fidere is a small, independent registered investment adviser structured as a corporation and owned by an individual. The firm’s advisory work targets individuals and families, delivering financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Fidere bills fees as a percentage of assets under management and also operates as an insurance broker and seller of other financial products. Investment activity centers on liquid, exchange‑listed equity exposures supplemented by third‑party alternative managers. The firm acts as a capital allocator, placing client capital into external alternative strategies when appropriate rather than running large in‑house private funds. Fidere is not identified as an active ESG investor and does not report multi‑state adviser status.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices