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Charitable Organizations

Although Fiduciary Trust specializes in investment management for individuals and families, we also provide investment management services to select charitable institutions and foundations, many of which are related to the philanthropic activities of our clients. Just as we customize an individual’s portfolio, we also take the time to understand an organization’s investment objectives, cash flows, and risk tolerance to create a portfolio that achieves those unique goals.

Whether we are focused on portfolio management for an institution or family, we leverage the best of our internal capabilities and external manager selection to generate superior risk-adjusted returns.