A complete list of active advisors currently associated with Donal Fiduciaries

Warmer can help you find a great advisor at Donal Fiduciaries or one who fits your needs even better.

Donal Fiduciaries provides ongoing investment advisory services to individuals, trusts and institutional clients, including pension plans and endowments, and also offers project‑based and hourly consulting engagements. The firm accepts written client guidelines for bespoke relationships and generally delivers recommendations that clients can implement themselves. The adviser employs a three‑part process that blends strategic asset allocation, macroeconomic/top‑down and technical analysis with fundamental security selection, using mutual funds, ETFs and individual marketable securities; it does not rely on prepackaged model portfolios and researches options for each client. Reviews are conducted at least annually, with rebalancing recommendations when tolerance ranges are breached, and trading is typically implemented on a non‑discretionary basis with client approval. What is distinctive for this small independent advisor is the combination of serving institutional mandates while operating primarily in a non‑discretionary, consultative model and offering standalone portfolio reviews and hourly consulting. The firm also follows the CFA Institute Code of Ethics, discloses no soft‑dollar or wrap‑fee participation, and focuses on customized, individually researched client portfolios rather than standardized solutions.

To learn more about the advisors currently working at Donal Fiduciaries, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.