Fiduciary Trust International, LLC

Fiduciary Trust International, LLC (FTI) is an investment advisory firm specializing in highly customized portfolio management and wealth management services for high and ultra-high net worth individuals, families, and nonprofit institutions. Founded in 1993, FTI is a registered investment adviser wholly owned by Fiduciary International Holding, Inc., which is in turn wholly owned by Fiduciary Trust Company International, a subsidiary of Franklin Resources, Inc. With over $6.3 billion in regulatory assets under management, FTI offers tailored investment policy statements, asset allocation, third-party manager selection, and performance reporting. Clients can have discretionary or non-discretionary accounts, with FTI focusing on strategic asset allocations and tactical adjustments. The firm also provides outsourced chief investment officer services, governance, and portfolio planning for endowments, foundations, and other institutions. FTI's investment strategies encompass various asset classes, including U.S. and foreign equities, real estate, private equity, and hedge funds. Clients can impose reasonable restrictions on investments, and FTI can align portfolios with personal values and social impact objectives. FTI does not charge performance-based fees and generally charges advisory fees ranging from 0.25% to 1.00% based on assets under management. The firm operates under a Code of Ethics and maintains a Personal Investments Policy to ensure fair and ethical practices. FTI does not vote proxies on behalf of clients and does not have custody of client assets.