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.


Consulting

Investment Management

Fiducient Advisors

Sabrina Bailey

Neshie Tiwari

James Modelski

Carol Morelli

Amy Cowles

Robert Lowry

Michael Sloan

Matthew Marwitz

Kiaina Phillips

Daniel Bell

Maura Goulart

Jenna Friedman

Andrew Lendnal

Mike Benoit

Sophie Pohlmann

Antonia Kitchen

Melissa Peters

Michael Goss

The Performance Analysis team at Fiducient Advisors is dedicated to monitoring and evaluating investment performance for clients across various sectors. Utilizing advanced analytical tools and methodologies, the team provides in-depth insights and actionable recommendations to enhance portfolio returns, mitigate risk, and ensure clients meet their fiduciary responsibilities. Through rigorous analysis and clear communication, the team plays a critical role in helping clients achieve their investment objectives.

Performance Analysis

Client Services & Operations

Consulting Analysts

Performance Analysis

About

Team members

Other teams at Fiducient Advisors

Client Services & Operations

Consulting Analysts