FiduciaryVest is an independent, employee-owned investment advisory firm. As such, we provide objective consulting services and advice that is solely in the interests of our clients.  We assist our clients in the oversight of 401k and pension plans, non-qualified retirement plans, foundations, endowments and hospital balance sheets. 

By design, we are free from the influences of any revenue sources other than direct compensation by our clients.

We believe that each client has unique investing needs and risk-taking context.

We seek to create the overall result that clients will be unattractive defendants to any legal counsel who may consider fiduciary litigation against our clients.

Retirement

Investment Management

FiduciaryVest, LLC

Jason Small

Garalyn Davis

Kelly van Nort

Harold Small

Joe Dinunno

Edward S. Michelson

J Dillon Collins

FiduciaryVest, LLC

Org chart

Similar companies