Fiduciary First

Overview

Fiduciary First is an institutional registered investment adviser organized as a limited liability company and SEC-registered in 2011. The firm focuses on institutional clients, providing pension consulting and related advisory services. It reports active integration of ESG considerations into its process and lists affiliations with other investment advisers, trust companies and insurance companies, indicating a service mix that intersects with fiduciary and institutional plan administration. Fee arrangements include percentage-of-AUM billing along with hourly and fixed-fee engagements, reflecting both asset-based portfolio mandates and consulting-style projects. Although Fiduciary First does not present itself as a capital allocator, it uses third-party managers to access certain strategies rather than acting as a direct fund sponsor.

Assets & Accounts

Public Holdings

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Location & Offices