FIDUCIARYVEST, LLC

Overview

Fiduciaryvest, LLC is an independent registered investment adviser organized as an LLC and operating since 2005. The firm acts as a capital allocator for both high‑net‑worth individuals and institutional clients, providing financial planning, portfolio management for individuals and pooled vehicles, pension consulting and selection of other advisers. Fiduciaryvest reports a preference for using third‑party managers rather than building all strategies in house: it combines broad public fund exposures with allocations to hedge funds and real estate to construct client portfolios. Investment activity is concentrated around mutual funds and other public pooled vehicles as the core engine of portfolios, while the firm supplements that core with alternative managers for return diversification and illiquid real assets. Fiduciaryvest does not classify itself as an active ESG investor and notes fee arrangements that include percentage of AUM, hourly and fixed fees. The firm’s services include educational workshops and adviser selection, which underscores a consultative, manager‑selection orientation rather than a single‑manager shop.

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Location & Offices