Company Research Report: Fiducient Advisors

Company Overview

• Name: Fiducient Advisors

• Mission: Providing disciplined fiduciary investment consulting with a commitment to optimal results, focusing on client prosperity by delivering highly customized strategies and solutions.

• Founded: May 1, 1995

• Founders: Robert DiMeo (Chairman & Co-Founder)

• Key People:

• Sabrina Bailey, Chief Executive Officer

• Robert DiMeo, Chairman and Co-Founder

• Michael Goss, Managing Partner, President

• Daniel Bell, Head of Finance

• Bradford Long, Managing Partner, Chief Investment Officer

• Headquarters: Chicago, IL, USA

• Number of Employees: Approximately 210 professionals

• Revenue: No information is available

• Known For: Fiducient Advisors is renowned for providing fiduciary investment consulting and management services, aiming to meet the complex needs of retirement plan sponsors, endowments, foundations, individuals, families, and financial institutions.

Products

• Overview: Fiducient Advisors offers a wide spectrum of fiduciary consulting services including retirement plan governance, strategic asset allocation, and risk mitigation.

• Key Products and Features:

• Retirement Plans Consulting: Strategies to reduce costs, mitigate fiduciary responsibilities, and enhance retirement outcomes for employees.

• Endowments & Foundations Management: Provides integrated asset allocation and rebalancing with specialized software tools developed by the firm, such as Portfolio Engineer®, Frontier Engineer®, and Liability Engineer®.

• Wealth Management for Individuals & Families: Custom financial planning and management services, leveraging strategic investment insights.

• Financial Institutions Support: Offers proprietary due diligence and customized portfolio strategies to enhance investment outcomes.

Recent Developments

• Recent Developments:

• Fiducient Advisors continually evolves by integrating innovative tools such as Portfolio Engineer®, Frontier Engineer®, and Liability Engineer® to optimize investment strategy implementation.

• New Products Launched: No specific new products were mentioned in the available data.

• New Features Added:

• Introduction of the Three Levers exercise for enhanced financial management.

• New Partnerships:

• In 2020, Fiducient Advisors and Fiduciary Investment Advisors, LLC (“FIA”) combined to form a unified firm, extending their reach and capabilities.

Conclusion

Fiducient Advisors stands out as a comprehensive fiduciary investment consulting firm with a broad geographical presence across several major U.S. cities including Austin, Boston, Chicago, Hartford, Los Angeles, Portland, and Washington, D.C. The company’s strategic partnerships and proprietary software solutions reinforce its position as a leader in fiduciary services, focusing on sustainable and optimal client outcomes.