FIDUCIARY ADVISORS, LLC

Overview

Fiduciary Advisors, LLC is an independent registered investment adviser formed in 2012 that serves individual, family and institutional clients. The firm operates as a capital allocator and focuses its advisory offerings on financial planning, portfolio management for individuals and small businesses, pension consulting services and the selection of other advisers. Its fee model is flexible, including percentage-of-AUM, hourly, fixed-fee and other arrangements. Investment activity centers on pooled public funds and mutual funds as the primary vehicle, supplemented with allocations to private placement alternative investments. The firm reports that it is not an active ESG investor. Fiduciary Advisors tends to provide non-discretionary advice rather than exercising trading authority over client accounts, and it frequently relies on outside managers and third-party strategies when implementing client mandates.

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Investments & Alternatives

Location & Offices