Fiducient Advisors
Joe Cortese is a seasoned finance professional with extensive experience in investment consulting, currently serving as Partner and Senior Consultant at Fiducient Advisors since December 2015. In this role, Joe leads a practice focused on outsourced investment research for financial institutions, developing customized asset allocation programs and leveraging a team of researchers for investment solution evaluations. Joe has also held senior consulting roles, providing comprehensive investment program design for various client types, and has expertise in private markets and values-based investing. Previously, Joe held leadership positions at Vilas Capital Management and Morgan Stanley Private Wealth Management, and earned an MBA in Analytic Finance and Accounting from The University of Chicago Booth School of Business.
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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.