Financial Institutions

Our Financial Institutions practice harnesses decades of firm experience in helping clients prosper to deliver tailored consulting services to advisory firms looking to elevate efficiency and facilitate client success. Partner firms gain access to our research, analytics and marketing tools, leveraging deep investment management resources and reliable portfolio-level guidance to foster a collaborative consultative partnership. We believe our commitment to blending time-tested processes with innovative insights can enhance outcomes for our partner firms, their advisors and clients alike.

Connect with an advisor

Growing Advisory Firms

Our research consulting services enable growing advisory firms to accelerate expansion by accessing specialized expertise in market analysis, asset allocation and due diligence. This streamlined approach helps improve resource allocation, allowing firms to focus on core activities and client relationships while offering scalability to adapt to market dynamics. Our partnership equips firms with tools and insights for enhanced efficiency and sustained growth.

Breakaway Advisory Firms

Partnering with Fiducient Advisors simplifies the transition for advisors breaking away from large financial institutions, providing research and support for continuity and autonomy. Teams gain access to expertise and resources allowing them to establish seamless investment processes, with flexible solutions allowing for customization and scalability as the business evolves. With our support, advisory teams can confidently navigate the challenges of independence and thrive in their new ventures.

Planning Based Firms

Tax or financial planning-based firms reap the advantages of outsourcing research by tapping into specialized investment management expertise while preserving their core services without compromise. Through our partnership, firms gain access to comprehensive market analysis, manager due diligence and asset allocation guidance – ensuring tailored investment solutions for their clients. This collaboration empowers firms to enrich their service offerings, deliver comprehensive tax or financial guidance and distinguish themselves in the competitive market.

Aggregator Platform Firms

Firms actively involved in aggregation can enhance their value proposition through partnership with Fiducient Advisors, leveraging expertise and resources to attract and retain advisory teams effectively. Our deliverables expand due diligence, market analysis and asset allocation processes, bolstering platform credibility. Our firm’s experienced facilitation of streamlined operations not only enhances scalability but also simultaneously fosters support for advisor teams, solidifying our partner’s position as a preferred destination for advisors.

Fully Outsourced

Fiducient Advisors offers comprehensive outsourced investment research solutions tailored to advisory firms, encompassing thorough due diligence and the creation of customized investment strategies aligned with clients’ objectives and risk profiles. Through ongoing monitoring and proactive risk management, we aim to provide customized and compliant portfolios coupled with timely, ongoing communication enabling advisory firms to confidently focus on their client relationships and business growth.

Extension of Your Team

Fiducient Advisors seamlessly integrates with the existing internal research resources of advisory firms, expanding capabilities and granting access to institutional-grade tools and advanced analytics. Our collaboration enriches the investment decision-making process, allowing partner firms to focus on key competencies, to stay ahead of market trends and deliver superior solutions to clients; all while maintaining their autonomy and brand identity.