Fiduciary First

Overview

Fiduciary First is an institutional Registered Investment Adviser organized as a limited liability company and registered with the SEC in 2011. The firm focuses on institutional clients and explicitly provides pension consulting services. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, reflecting a mix of ongoing and project-based work. Fiduciary First identifies as an active ESG investor and does not act as a capital allocator; it is not a multi-state adviser and is not part of a related-adviser structure. Industry affiliations listed include other investment advisers, trust companies, insurance companies, and pension consultants.

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