Some members of the Fiducient Advisors Wealth Office team recently enjoyed a game of pickleball in the West Loop at Big City Pickle! #teamfiducient #thewealthoffice #teambuilding
Fiducient Advisors
金融服务
Chicago,IL 20,274 位关注者
Helping clients achieve their investment goals with our disciplined fiduciary approach.
关于我们
Fiducient Advisors opened its doors on May 1, 1995 striving to provide unparalleled and customized investment consulting services. Our clients include retirement plan sponsors, endowments and foundations, individuals and families, and financial institutions. We abide by a fiduciary obligation to put our clients' interests first. The hallmarks of our firm are simple: Help Clients Prosper Backed by years of experience, our goal is to help clients develop a framework for success. This can mean improved performance, reduced expenses, or assistance in satisfying fiduciary and stewardship responsibilities. Place Clients' Interests First Our goal is to provide straightforward advice. We do not offer proprietary products, receive commissions or charge money managers or vendors to be included in our database. We believe our ability to communicate with clients sets us apart. First, we listen. Then we offer meaningful recommendations in a proactive, timely manner. Practical Intellectual Capital We strive to improve returns, reduce risk or both. Equipped with proprietary modeling tools, we provide practical solutions for complex issues. We would like to be your valuable resource and welcome the opportunity to prove ourselves.
- 网站
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https://www.fiducientadvisors.com/
Fiducient Advisors的外部链接
- 所属行业
- 金融服务
- 规模
- 201-500 人
- 总部
- Chicago,IL
- 类型
- 私人持股
- 创立
- 1995
- 领域
- Wealth Management、Retirement Plan Consulting、Pension Plan Consulting、OCIO、Discretionary Consulting、Cash Balance Plan Consulting、Endowment and Foundation Consulting、Nonprofit Consulting、Outsourced CIO、Manager Search、Fiduciary Consulting Services、403b Consulting、401k Consulting、Family Office Consulting、Financial Planning和Taft-Hartley Consulting
地点
Fiducient Advisors员工
动态
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?? Be a part of the conversation at ???????? ???????????? ?????? ??????????! Secure your spot ?? https://okt.to/B7z1Oa Join us on October 9, 2024, for the session, ?????????????? ?????? ?????? ?????? ?????????????????? – ???????? ???????????????? ?????????? ????????????? Discover what it takes to capture the interest of early-stage investors with expert insights from: ?? Anthony M. Novara, CFA, Research Director – Marketable Alternatives and Capital Markets at Fiducient Advisors ?? Michael Marcus, CFA, Partner, Co-Head of Investments at Prelude Capital ?? Ron S. Geffner, Partner at Sadis & Goldberg LLP ?? Ari Glass, Founder, CEO, CIO at Boothbay Fund Management LLC #ApexInvestLV #ApexInvestLasVegas #ApexInvest2024 #ApexInvest #Investors #FinancialServices | Anthony Lombardi | Patrick Clark | Lana Callahan | Hannah Holliday | Georges Archibald | Sanjay Vatsa | Alex Contreras | Milan Vojicic | Colette Leong-Son | Isabelle Carruthers
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Did real estate just stage a remarkable comeback? As you examine real estate for your portfolio, tune into our latest episode for a deeper dive. https://bit.ly/3XykjHC #NonprofitInvestments #RealEstateInvestment #REITsRecovery #FinancialInsights
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This October, Join Fiducient Advisors in celebrating National Disability Employment Awareness Month. At Fiducient, we recognize the importance of an inclusive workplace where every talent and voice matter for driving innovation and success. We are dedicated to creating an environment that offers equal opportunities for all. Let’s advocate for inclusive hiring and employment policies and practices, ensuring everyone can contribute their unique skills. Together we can build a future of diversity and inclusivity. #NationalDisabilityAwarenessMonth #TeamFiducient
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Are declining real estate valuations impacting your portfolio? Let’s break it down. Property valuations are down 20-30%, driven by higher financing costs and more - a scenario we've only seen a few times in the past decades. Experts say this isn't a new normal environment; it’s a return to an old one. Discover insights about managing real estate allocations during these economic shifts. #RealEstateInvestments #MarketCorrection #FinancialStrategy #NonprofitInvestments
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Kevin P. O'Connell, CFA and Devon Francis, CIMA?, provide an updated look into the evolution of ESG investing: https://lnkd.in/eW7ukEqy #ESG #blog #ESGinvesting
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We were thrilled to attend Chicago Foundation for Women's 39th annual luncheon this week! Our Associates listened, learned and supported CFW's mission to share The Whole Story. #CFW
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Thanks to everyone who stopped by our table at the 2024 FAOG (Finance, Administration & Operations Group) Conference to see Eric Ramos, CFA, Nicklaus Harrington and Jonathon Fellows, CFA last week! #teamfiducient #conference #communityfoundations
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Congratulations to our CEO Sabrina Bailey, who was recently honored as one of Pensions & Investments' Influential Women in Institutional Investing! #teamfiducient #influentialwomen #womeninfinance Pensions and Investments’ Influential Women in Institutional Investing – nominations accepted in 2024 and listing announced on September 9, 2024. Criteria for inclusion required nominees to be actively employed in the institutional investing field and have a minimum of seven years of industry experience. They were required to demonstrate a measurable effect and results within both their workplace and the industry. Ideal candidates were expected to exhibit a commitment to attracting, retaining, supporting and promoting women within the industry. Letters of recommendation supporting their application also were requested. Women from various roles across institutional investment industry were eligible for consideration. Self-nominations were allowed. Entries were grouped based on years of experience for equitable judging. Nominees were evaluated by members of the 2024 advisory board and additional panel comprised of industry experts along with members of P&I leadership and editorial team. Fiducient Advisors did not pay to participate in any of the above rankings. No direct or indirect compensation has been provided for any of the above rankings/awards by Fiducient Advisors for participation. Ratings are not indicative of Fiducient Advisors’ future performance.
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Join us in celebrating National Hispanic Heritage Month (September 15 to October 15), a time to honor and celebrate the rich cultural contributions, history and achievements of Hispanic communities. As we celebrate this important month, we encourage our colleagues, clients and community to: - Learn and Engage:?Educate ourselves about the significant impact Hispanic individuals have made in various fields. - Support and Uplift:?Advocate for and support Hispanic-owned businesses and initiatives. - Reflect and Appreciate:?Recognize and appreciate the value of diverse perspectives in driving innovation and growth. ? At Fiducient Advisors, we embrace the diverse backgrounds, perspectives and talents that each member of our team brings to the table. Let’s come together to honor the enduring resilience, vibrant culture and invaluable contributions of Hispanic communities. We are proud to celebrate this heritage — today and every day. #HispanicHeritagemonth