Fiducient Advisors
Adam Newell, CFA, CFP, is a Partner and Senior Consultant at Fiducient Advisors, where Adam has been since September 2004, previously serving as Director of Family Office Consulting for over ten years. Prior to this role, Adam was a Senior Wealth Manager at Goldman Sachs (The Ayco Company) from July 2000 to September 2004, providing financial counseling to senior executives and high net worth individuals on various financial matters. Adam holds a Bachelor of Science in Management with minors in Finance and Personal Financial Planning from Purdue University, completed in 2000.
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Fiducient Advisors
Fiducient Advisors opened its doors on May 1, 1995 striving to provide unparalleled and customized investment consulting services. Our clients include retirement plan sponsors, nonprofit organizations, private clients and financial institutions. We abide by a fiduciary obligation to put our clients' interests first. The hallmarks of our firm are simple: Help Clients Prosper Backed by years of experience, our goal is to help clients develop a framework for success. This can mean improved performance, reduced expenses, or assistance in satisfying fiduciary and stewardship responsibilities. Place Clients' Interests First Our goal is to provide straightforward advice. We do not offer proprietary products or receive commissions. Nor do we charge money managers or vendors to be included in our database. Our seasoned professionals hold advanced certifications and degrees, but we believe our ability to communicate with clients sets us apart. First we listen. Then we offer meaningful recommendations in a proactive, timely manner. Practical Intellectual Capital We strive to improve returns, reduce risk or both. Equipped with proprietary modeling tools, we provide practical solutions for complex issues. Our unique and substantial commitment to clients is backed by an unconditional service guarantee. We would like to be your valuable resource and welcome the opportunity to prove ourselves.