FiduciaryVest, LLC
Harold Small is a Senior Consultant at FiduciaryVest, LLC since January 2005. Prior to that, Harold held the same position at Clark Consulting from 2002 to 2004. Harold holds an MBA in Finance from the University of North Carolina at Greensboro, where Harold also attended the University of Colorado Boulder from 1966 to 1970.
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FiduciaryVest, LLC
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.