FiduciaryVest, LLC
Joe DiNunno, CAIA, MBA is an accomplished Investment Strategist with extensive experience in asset allocation, investment analysis, and retirement plan management. Joe has a background in industrial engineering and finance, along with a specialization in alternative investments. Currently, Joe holds the position of Asset Allocation Strategist at FiduciaryVest, LLC, where Joe utilizes their skills to generate capital market assumptions and develop financial models for client portfolios. With a history of restructuring retirement plans and overseeing large sums of assets, Joe is a valuable asset in the investment industry.
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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.