Fiduciaryvest, LLC

FiduciaryVest, LLC is an employee-owned investment advisory firm specializing in managing investment programs for hospitals, retirement plan sponsors, foundations, corporations, governmental bodies, and high net worth individuals. Founded in 2005, the firm offers fee-only services tailored to each client, focusing on institutional trustees, retirement plan sponsors, and high net worth individuals. FiduciaryVest provides individual portfolio management services on a discretionary basis, allowing the firm to manage investments without prior client consultation. Additionally, the firm may recommend separate account managers for clients, granting them discretionary trading authority. FiduciaryVest acts as a fiduciary, committed to serving clients' best interests and providing prudent advice. The firm's investment strategies range from basic stock and bond allocations to more specialized strategies, with a focus on long-term client objectives. Fees are calculated as a percentage of assets under management, with individual client fees typically debited quarterly. FiduciaryVest does not participate in performance-based fees or side-by-side management. The firm has no reportable disciplinary events and does not accept soft dollar benefits or compensation for client referrals. Clients' assets are held with qualified custodians, and the firm offers discretionary services according to specific client agreements. FiduciaryVest does not vote proxies for clients and has no financial conditions impairing its ability to meet client commitments.