Fiduciary Pension Partners, LLC

Overview

Fiduciary Pension Partners, LLC is a small, fee-based advisory firm that manages portfolios for individuals, families and small businesses while also providing pension consulting and manager selection services. The firm operates as a capital allocator: it builds client portfolios primarily around exchange-traded equities and delegates to outside managers or funds where specialist exposure is needed. Fee arrangements combine a percentage of assets under management with fixed-fee engagements, and the offering set includes both discretionary portfolio management and advisory work tied to selecting other advisers. Investment orientation is equity-first. The firm shows a clear preference for exchange-traded instruments as the core building block of client portfolios, supplemented by mutual funds and annuities for specific needs. Fiduciary Pension Partners does not position itself as an ESG-focused investor; its emphasis is on liquid public markets and targeted allocations to third-party real estate strategies when alternative exposure is warranted.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices