Our comprehensive investment services help nonprofits focus on mission.
A long commitment to serving nonprofits
We have been serving nonprofit organizations for more than half of our nearly 140-year history. Our services are delivered with integrity, expertise, experience, disciplined investing, and personal service.
We believe that considering Environmental, Social, and Governance (ESG) factors in the investment decision-making process can deliver performance while also improving lives. We therefore examine ESG factors in all our investment decisions while also offering a range of proactive sustainable investing options.
Our Disciplined Investing Approach
Fiduciary Trust is a global, multi-asset class allocator of capital.
We employ a disciplined process when making capital decisions in order to invest in opportunities that we believe will exceed required rates of return. We undertake this process while maintaining awareness of behavioral biases, market efficiencies, and client-specific preferences and cash flow needs.