Fiducient Advisors
Daniel Duffy, MBA is currently the Manager of Performance Analytics at Fiducient Advisors, having previously held the title of Senior Performance Analyst and Team Lead at the same company. Prior to this, Daniel worked as a Research Analyst at Fiduciary Investment Advisors, LLC, where Daniel focused on Defined Contribution plans for corporations and educational institutions. With experience as an Associate Research Analyst as well, Daniel has a strong background in analyzing sales data and developing projections. Daniel holds a Bachelor's degree in Economics and is pursuing a Master of Business Administration degree in Business Analytics and Management from the University of Connecticut.
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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.