FIDUCIARY COUNSELORS INC.

Overview

Fiduciary Counselors Inc. is a corporation that provides advisory services primarily to institutional clients. The firm focuses on portfolio management for businesses and institutions, pension consulting and the selection of other advisers, operating under an hourly and fixed-fee compensation model. Registered with the SEC since 1999 and organized as an individual-owner firm, it acts as a capital allocator for its clients and shows a clear preference for equity exposure through exchange-traded instruments. Investment activity centers on liquid, tradable public markets. The firm’s stated preference for exchange-traded equities suggests a strategy built around separable, tax-aware sleeves or separate managed accounts that can be adjusted for institution-level mandates. Fiduciary Counselors Inc. does not position itself as an active ESG investor and is not a multi-state adviser. Its advisory work often includes selecting outside managers and advising on pension-related matters, which implies structured due diligence and manager oversight as part of its service delivery.

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