For Nonprofits

Fiduciary Trust is a privately-owned wealth management firm serving families, nonprofits, and investment advisors. For nonprofit institutions, we provide investment management, Investment Policy Statement (IPS) development, custody services, a donor-advised fund program, and other consultative services.

Four points that distinguish Fiduciary Trust include:

INTEGRITY:

An unconflicted, private firm with a history of integrity

  • 135-year history of integrity and financial stability
  • No proprietary investment products to sell or misaligned incentives from third-party investment managers
  • Privately owned with a diverse, long-term shareholder base including employees, clients, and preferred shareholders

EXPERTISE & EXPERIENCE:

A long history serving institutional non-profits

  • We have been managing institutional client assets for over half-a-century
  • Our institutional relationships represent some of the longest-tenured clients at the firm
  • Our employees serve on over 50 nonprofit boards and committees
  • Fiduciary Trust is the recipient of numerous industry awards

DISCIPLINED INVESTING:

Proven, repeatable, and all-weather techniques

  • Strong risk-adjusted returns
  • Diversified, sophisticated investment options
  • Cash flow needs considered in investment decisions

PERSONAL SERVICE:

A proactive, customized approach

  • Clients have long-term relationships with senior professionals
  • 25+ years’ average officer industry experience
  • Right-sized, well-resourced, nimble firm with $15 billion in assets under supervision
  • 98% annual client retention rate

Learn more about how we can help you

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