• A
• A
• A

Our Approach to Investing

Whether it involves allocating capital to equities, fixed income or alternative investments, Fiduciary Trust uses a disciplined and consistent approach, combined with a long-term investment perspective.

As stewards of our clients’ wealth, we believe it is our responsibility to offer comprehensive investment solutions that achieve individual investment objectives. We listen to our clients to understand their particular situation, and then together formulate an investment plan that best meets their individual goals.

Fiduciary Trust strives to maximize returns on an after-tax basis; therefore, tax efficiency is an integral facet of portfolio management. For some clients, we manage several types of accounts, for example, a trust and an IRA. In these cases, we look to hold certain assets in non-taxable accounts to maximize a client’s combined after-tax return.

We use open architecture—an investment approach that considers the broadest possible range of asset classes and investment strategies. We provide you with a well-diversified portfolio that is custom-tailored to your unique needs and objectives, and is designed to provide superior risk-adjusted returns over a variety of market conditions.