A complete list of active advisors currently associated with Fiduciary Standard, LLC

Warmer can help you find a great advisor at Fiduciary Standard, LLC or one who fits your needs even better.

Fiduciary Standard, LLC is a small, state‑registered independent investment adviser run by a single adviser that serves a limited client base including individual and high‑net‑worth clients, family‑related trusts, and at least one banking institution. The firm provides ongoing asset management and portfolio management services, as well as retirement‑plan rollover recommendations. Investment programs are tailored through one‑on‑one interviews and questionnaires and emphasize long‑term capital appreciation and total return with a focus on dividend income. Portfolios are built primarily from common and preferred stocks, municipal and U.S. government bonds, and may use covered‑call option strategies; accounts are managed on a non‑discretionary basis, so the firm contacts clients before implementing trades. Distinctive aspects noted in the brochure include a concentrated practice of about $27.9 million in assets across a very small number of clients and an uncommon institutional element for a solo adviser: a formal, paid advisory agreement with Cleo State Bank and provision of portfolio management to institutional clients. The brochure also discloses the principal’s prior service on that bank’s board and specifies that the firm does not vote client proxies or engage in block trading, factors that may affect proxy handling and trade aggregation for clients.

To learn more about the advisors currently working at Fiduciary Standard, 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.