Fiduciary Benefits Group

Overview

Fiduciary Benefits Group is an independent Registered Investment Adviser that functions as a capital allocator for individuals, families and institutional clients. The firm combines financial planning and discretionary portfolio management for individuals and small businesses with pension consulting and the selection of third‑party advisers. Its stated fee models include both percentage‑of‑AUM and fixed fee arrangements, positioning the firm to work with a range of client types and engagement scopes. Investment activity is concentrated in pooled public vehicles, with a heavy emphasis on mutual funds and other public funds as the primary implementation vehicle. The firm also serves as an intermediary to external managers when specialized allocation or alternative exposure is required. Fiduciary Benefits Group does not identify as an active ESG investor and is not structured as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices