Core Fiduciary Advisors

Core Fiduciary Advisors provides financial planning and investment advisory services primarily to institutional and pooled-investment clients, including corporate pension and profit‑sharing plans, Taft‑Hartley plans, foundations, endowments and other institutional investors. The firm also offers pension consulting to small business owners to establish and maintain qualified retirement plans and provides estate, retirement, tax and risk‑management planning as part of its services.

Core Fiduciary Advisors does not directly manage client assets; it uses third‑party institutional money managers selected through a due‑diligence process and furnishes clients with investment policy statements and periodic portfolio reviews. The firm does not take custody of client assets and leaves day‑to‑day trading discretion to the selected sub‑advisors, while conducting ongoing monitoring and performance evaluation versus style benchmarks.

Noteworthy aspects of the firm include its explicit pension‑consulting practice for plan sponsors and a principal who is licensed to recommend and place life insurance and fixed annuity products through field marketing organizations. The firm typically charges hourly or flat advisory fees rather than percentage‑of‑assets billing and regularly selects and monitors other advisers on clients’ behalf; it also discloses that it may receive compensation from third‑party managers and insurance commissions and reported no direct assets under management as of December 31, 2025.