Fiduciary Trust is a privately-owned wealth management firm which has been serving nonprofits for over 80 years. For nonprofit institutions, we provide investment management, Investment Policy Statement (IPS) development, custody services, a donor-advised fund program, and other consultative services.
Four points that distinguish Fiduciary Trust include:
INTEGRITY
An unconflicted, independent firm with a history of integrity
135-year history of integrity and financial stability
No proprietary investment products to sell or misaligned incentives from third-party investment managers
Privately owned with a diverse, long-term shareholder base including employees, clients, and preferred shareholders
EXPERTISE & EXPERIENCE
A long history serving institutional nonprofits
We have been managing institutional client assets for 80 years
Our institutional relationships represent some of the longest-tenured clients at the firm
Our employees serve on over 50 nonprofit boards and committees
