A complete list of active advisors currently associated with Fiduciary Management Group, LLC
Warmer can help you find a great advisor at Fiduciary Management Group, LLC or one who fits your needs even better.
Fiduciary Management Group provides multi-client family office and wealth management services for high-net-worth individuals and families and also works with institutional clients such as corporate retirement plans, Taft-Hartley accounts, and nonprofit organizations. Services include portfolio management, comprehensive financial planning, business management, and a range of family office functions tailored to each client’s needs; the firm also offers limited-scope consultations on specific topics. The firm’s process begins with in-depth client interviews and document reviews to establish individualized investment policies, after which it implements discretionary portfolios allocated among equities, bonds and ETFs selected on criteria such as performance, sector and management style. Accounts are monitored on an ongoing basis and formally reviewed at least quarterly, with clients able to place reasonable restrictions on investments or opt for limited engagement services. Compared with many peers, FMG emphasizes a broader family office service set—including recordkeeping, bill payment, financial education for family members, multigenerational planning and business management—with employees dedicating material time to non-investment services. The firm participates in a Schwab program for RIAs and family offices and refers insurance business to a third-party insurance affiliate for which it may receive compensation; it also conducts grant-funded financial literacy and education programming for new and small farmers.
To learn more about the advisors currently working at Fiduciary Management Group, LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
New York, NY
| 7
|
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