We are offering free financial consultations to help associations assess their investment strategy and options in light of the current COVID-19 crisis. Learn more by contacting Barrett Scott 703-720-5985 or firstname.lastname@example.org.
At Fiducient Advisors, we provide thoughtful strategies and solutions designed to meet the multi-dimensional needs of nonprofit organizations. We strive to help you reduce risks, improve returns, lower expenses, strengthen governance and minimize the amount of time you spend fulfilling your stewardship duties.
We are ranked a Top 40 Institutional Consultant Worldwide by Pensions & Investments and in 2020 were named the #1 Institutional Consulting Team in the US by Barron’s*.
Leveraging more than 20 years of stewardship and philanthropic experience, our investment advisory services include:
*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.P&I’s Consultant Ranking was awarded under the DiMeo Schneider brand is a proprietary survey produced by Pension & Investment.Results are based on questionnaire responses sent to approximately 200 consultants determined by P&I that self-reported institutional assets under advisement as of June 30, 2019.Consultants with multiple subsidiaries are asked to provide information on a consolidated basis .No fee is associated with ranking participation. The ranking is not indicative of Fiducient Advisors future performance.