Troutman, NC Office

Fidelis Capital Partners provides investment advisory and related non‑investment services to a range of clients, including individuals (both non‑HNW and high‑net‑worth), family offices, trusts, estates, philanthropic and non‑profit organizations, and other business entities. In addition to discretionary and non‑discretionary portfolio management and financial planning, the firm also sub‑advises a private fund exempt under the Investment Company Act of 1940, meaning it serves investment company clients as well as retail and institutional accounts.

The firm’s investment process blends quantitative, fundamental, technical and economic analysis to inform portfolio construction and trading decisions, and it typically manages client accounts on a discretionary basis while accommodating client‑imposed restrictions. Fidelis supplements portfolio management with business consulting, a “Suite of Services” coordinating third‑party providers, and the ability to recommend and monitor sub‑managers for segments of client portfolios; it may also facilitate client access to margin facilities through its custodian.

Distinctive aspects noted in the brochure include Fidelis’ sub‑advisory role to a private fund — a client type that is uncommon among multi‑team peers — and its use of International Shareholder Services (ISS) to assist with corporate action processing and proxy voting. The firm also documents receiving administrative support and credits from its custodian toward qualifying third‑party research, technology and service providers, and it discloses formal employee and external solicitor referral arrangements.