Award Disclosures

P&I’s Consultant Ranking is a proprietary survey produced by Pension & Investment. Results are based on 71 questionnaire responses sent to 213 consultants determined by P&I that self-reported institutional assets under advisement as of June 30, 2021. Consultants with multiple subsidiaries are asked to provide information on a consolidated basis. There is no fee associated with participating in the ranking. The ranking is not indicative of Fiducient Advisor’s future performance.

FA’s RIA Ranking is an independent listing produced by Financial Advisor magazine based on discretionary and non-discretionary assets under management as reported in the Form ADV of the 715 eligible firms. Fiducient Advisor’s ranking took into consideration the combined capabilities of the firm and its subsidiary, Fiduciary Investment Advisors, LLC. To be eligible, firms must provide financial planning and related services to individual clients, be independently registered investment advisors, file an ADV statement with the SEC, and have at least $500 million in assets under management as of December 31, 2020 based their ADV filing with the SEC. There is no fee associated with participating in the ranking. The 2021 ranking is not indicative of Fiducient Advisor’s future performance.

Barron’s Institutional Consulting Teams ranking is based on quantitative and qualitative factors including team’s assets, revenue, size and character of the team itself. Barron’s invites firms that, in their opinion, are competitive given size and sophistication. There is no fee associated with participating in the ranking. Our ranking took into consideration the combined capabilities of the firm and its subsidiary, Fiduciary Investment Advisors, LLC.

P&I’s 2020 Best Places to Work in Money Management ranking is a proprietary survey produced by Pension & Investment in partnership with Best Companies Group. 94 companies were recognized in 2020 and results are based on evaluating each nominated company’s workplace policies, practices, philosophy, systems and demographics, as well as an employee survey to measure employee experience. Fiducient Advisor’s rankings are representative of the firm and its subsidiary, Fiduciary Investment Advisors, LLC. There is no fee associated with participating in the ranking.

P&I’s Outsourcing Managers special report is based on information as of March 31, 2020 complied from a proprietary survey. Fiducient Advisor’s rankings are representative of the consolidated assets of the firm and its subsidiary, Fiduciary Investment Advisors, LLC. Results are based on 62 responses out of 140 targeted managers. There is no fee associated with participating in the ranking. The ranking is not indicative of Fiducient Advisors’ future performance.

The Largest Manager of Outsourced Endowment Assets ranking is based on U.S. institutional outsourced assets under management where the OCIO firm has a full or partial investment discretion.