Explore Fiduciary Trust

Experience

For more than a century, the sole focus of Fiduciary Trust has been to help individuals, families, and select charitable organizations protect and grow their wealth. Based on that experience, we understand the importance of developing investment strategies that can succeed in both bull and bear markets. Many of our clients benefit from multigenerational trust relationships that only a corporate trustee can provide. Fiduciary's clients value our investment and trust experience, combined with our estate, tax and retirement planning services.

Independence

We are privately held by our employees, directors and founding families. As an independent company, we provide clients with stability and sophisticated investment advice uncompromised by the demands of Wall Street or a parent company. We have no products to sell, allowing us to make objective recommendations that help our clients meet their financial goals, and pass on their wealth with confidence.

Continuity

Long-term relationships with our clients and their families are an integral part of the service we provide. The average tenure of our professionals with Fiduciary Trust is 15 years. Because of their tenure and loyalty to Fiduciary, our professionals also form very loyal and personal relationships with our clients. This level of service and commitment is rare in today's financial environment. It is also one of the main reasons we have a 98 percent client retention rate.

Fiduciary Trust Insights

Fiduciary Perspective Quarterly Publication

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Market Insights - 2016 Outlook

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Memory Loss:
Remember ... To Plan

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Adaptable Trusts: Changing the Game Plan

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Company News

  • FTC named a Top Rated Wealth Management Firm by Advisory HQ ... More »
  • FTC and Dr. Lisa Genova address financial planning for Alzheimer’s disease in new video ... Press Release »        View Video »
  • Scott Sumner joins as Vice President, Head of Custody ... More »
  • Joel Mittelman joins as Vice President and Investment Officer ... More »
  • Bud Abbott joins as a Vice President at affiliate FTCNE ... More »
  • Todd Eckler joins as Chief Marketing Officer ... More »
  • Anne Trinque joins as General Counsel and Corporate Secretary ... More »
  • Stacy Mullaney promoted to Chief Fiduciary Officer ... More »

Company Facts

  • Our officers have 25+ years of industry experience and nearly 15 years with the firm on average
  • 98% client retention
  • 130 year history



  • Over $11 billion in assets under supervision
  • Independently owned by employees, directors and clients
  • Committed to the fiduciary standard of serving in clients' best interests

New Hampshire News

We are delighted to announce the formation of our New Hampshire affiliate, Fiduciary Trust of New England, and our office in Manchester, NH.

Press Release »

Our New Hampshire Website »

Custody News

FTC is expanding its custody business which serves individuals, family offices, third party advisors and institutions.

Press Release »

Custody Brochure »

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