The Fiduciary Group

Overview

The Fiduciary Group is an independent RIA organized as an LLC and registered with the SEC since 2015. The firm serves both individual/family and institutional clients and acts as a capital allocator, blending portfolio management and financial planning with selection of outside managers. Its advisory services include portfolio management for individuals, small businesses and institutions, financial planning, selection of other advisers, and publication of periodicals or newsletters. The firm offers a fee model that combines percentage-of-AUM and fixed fees, and it does not identify as an active ESG investor. Regulatory and business affiliations listed by the firm are broad: broker‑dealer relationships, other investment adviser arrangements, CPO/CTA and futures-related activity, accounting and law firm links, insurance company relationships, pension consulting, real estate brokerage, and sponsor/GP roles for pooled investment vehicles. The firm also identifies as an “Other Financial Product Salesperson,” which suggests product distribution activity in addition to advisory work. Two industry recognitions from 2020 are recorded: inclusion in Financial Times’ Top 300 RIA Firms and a Top RIA Firms listing in FA Magazine.

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Location & Offices