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.

New & Noteworthy

Austin V. Shapard becomes President and CEO on September 2, 2014.

             Press Release »
Letter to Clients & Friends »


Fiduciary Perspective

Explore the latest issue of our quarterly newsletter.

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Quarterly Economic and Market Commentary

Read the latest insights from Fiduciary Trust.

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Fiduciary Updates

We are proud to share our success with you:

  • In 2015, we will celebrate our 130th anniversary
  • Our client retention rate is a remarkable 98%





  • 60% of our new business comes from existing clients and their referrals

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 »

Market Snapshot

As of October 26, 2014, 5:19 AM
S&P 500 1964.58 +13.76
FTSE 100 6388.73 -30.42
HANG SENG 23302.199 -30.98
10-Year T-Note 2.273 -0.002
SPDR Gold 118.35 -0.17
EUR/USD 1.267

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