FIDUCIARY FIRST

Overview

Fiduciary First operates as an institutional-focused advisory firm that leans on pooled public vehicles for most client exposures while maintaining selective allocations to alternatives. The firm’s advisory work centers on pension consulting services, and it bills clients through a mix of percentage-of-AUM, hourly, fixed-fee and other arrangements. Fiduciary First identifies as an active ESG investor, which influences manager selection and fund choices across public and private allocations. Investment behavior shows a preference for delegated manager relationships and fund-based exposure rather than direct security selection. That approach suits large-plan clients where governance, manager oversight and implementation efficiency matter. At the same time, the firm uses private equity and digital currency as part of its alternative toolkit, indicating a willingness to include illiquid and higher-risk sleeves for return enhancement or diversification.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices