Why Choose Fiducient Advisors
We are passionate about helping every one of our clients prosper, and that starts by understanding your unique concerns, obligations and goals. Take a moment to consider some of the other potential advantages of working with us.
- Personal engagement and services designed to meet your unique requirements
- Integrated asset allocation and rebalancing combining strategic and opportunistic implementation
- Proprietary due diligence to ensure each portfolio is customized and pragmatic
- Discretionary or OCIO services designed to give you more time to focus on what matters
- Our Fiduciary Trail® can help protect plan fiduciaries and lead to better retirement outcomes
- Our commitment is to exceed your expectations. We back this up by offering an unconditional satisfaction guarantee on all our services
Assets under advisement
All figures above are as of June 30, 2023
Fiducient Advisors History
Fiducient Advisors is founded on May 1st.
Designing a 401(k) Plan is published by Probus Publishing.
Asset Management for Endowments & Foundations is published by McGraw Hill.
Our proprietary Portfolio Engineer® Rebalancing software is developed.
Our proprietary Frontier Engineer® Asset Allocation software is developed.
Our proprietary Liability Engineer® Pension Liability Matching software is developed.
The Practical Guide to Managing Nonprofit Assets is published by John Wiley & Sons.
Our proprietary Three Levers exercise is developed.
Nonprofit Asset Management is published by John Wiley & Sons.
We surpassed $50 billion in assets under advisement as of September 30, 2013.
We grew to nine partners.
We celebrated 20 years as a firm.
We acquired ORION Investment Advisors in Washington, DC area and opened a new office in Austin, Texas, expanding to three offices nationwide.
We surpassed $75 billion in assets as of December 31, 2017.
We grew to 13 partners and opened a fourth office in Boston, Massachusetts.
We expanded and opened a new California office.
Fiducient Advisors and Fiduciary Investment Advisors, LLC (“FIA”) joined forces as one firm as of April 1, 2020.
We surpassed $250 billion in assets as of June 30, 2021.
Adopted CFA Institute Diversity, Equity and Inclusion Code for Investment Professionals in the United States and Canada (“DEI Code”)
Awards & Recognition
Top 20 Largest Consultants by Total Worldwide Advisory Assets
Top 10 RIA
Top 25 manager of institutional outsourced assets with full or partial discretion
A Collaborative Approach
Fiducient Advisors brings myriad expertise and strategic insight to bear in every client engagement. Working collaboratively, we strive to establish relationships that last for generations.Meet Our Team
A Place For Everyone
We value the diverse opinions and perspectives of our colleagues, and believe the collective sum of our individual differences, life experiences, unique capabilities and talents create an empowering atmosphere with the goal to produce better outcomes.
Ready to Advance Your Career?
We built a workplace where everyone can deepen their expertise and discover their potential. And because we embrace the differences that make each of us unique, we believe you will immediately experience a sense of belonging — in an environment where your perspective is valued, and both your professional and personal growth are paramount.
We are passionate about improving the quality of life for people in our hometowns and beyond. That’s why all of us at Fiducient Advisors are generous with our time, our expertise and resources to affect change. We want to deliver impact not just for our clients, but for populations we know we can help.