Portfolios Built Around You

Disciplined investment management customized to your unique needs.

Hans Olsen in team discussion
Portfolio Engineering Group trading

Four beliefs guide our investment strategy.

The foundation of successful investing requires a disciplined process managed by experienced professionals who are focused on your best interests. Our approach is built around a set of fundamental beliefs that guide every decision.

Our goal is to preserve and grow purchasing power

Investment success is not about what you make, but what you keep. We strive to preserve the real, after-tax value of capital while meeting each client’s return requirements.

Investing is a process of capital allocation

We continuously evaluate the stream of investment opportunities that markets and economies create in order to enhance portfolio returns.

Broader opportunities improve outcomes

The investment landscape knows no boundaries. Our approach to portfolio construction is global, short-and-long term, active and passive, and public and private, as appropriate.

Behavioral biases can hinder decision-making

We are especially attuned to the heuristic behaviors that lead investors astray. We are always on guard to correct these human tendencies through rigorous analytics and timely execution.

How We Do It

A Disciplined, Proven Approach

Every Fiduciary client is unique. Every portfolio is different. But all are built around the client and supported by a dedicated investment team that provides strategy, research, due diligence, and portfolio implementation.

There are four key steps in our investment approach:

  • 01

    Establish long-term strategic risk/return expectations

    Based on an in-depth understanding of each client’s goals, financial situation, investment preferences and other factors, we set a long-term, strategic asset allocation.

  • 02

    Make active tactical allocation decisions

    While strategic asset allocation is a critical driver of long-term returns, there is also a role for shorter-to-intermediate-term, or tactical, investment decisions.

  • 03

    Select investments and construct portfolios

    We look for managers or securities that we have high conviction will outperform their investment opportunity costs. We then build custom client portfolios.

  • 04

    Continuously monitor and adjust portfolios

    We modify investments based on investment thesis changes, expected manager performance, the economy, client objectives changes and other factors.

Sustainable Investing

We believe that considering Environmental, Social, and Governance (ESG) factors in the investment decision-making process can enhance performance while also improving lives. We therefore examine ESG factors in our investment decisions while also offering a range of proactive sustainable investing options.

A Global, Client-Focused Approach

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, tax liabilities, and client-specific preferences and needs.

Discover Our Insights

Plane in the sky
Investments – Markets

2024 Market Outlook: What If There Is No Landing?

Fiduciary's CIO examines the potential scenarios for the economy and financial markets in 2024.
Computer and charts
Investments – Strategy

A Strategic Approach to Investment Decisions

In this article, our CIO, Hans Olsen, CFA, discusses our investment approach, which is built around a set of fundamental beliefs that guide our decisions.
Woman pointing to screen
Investments – Strategy

Identifying Managers with the Potential to Outperform

In this article, we discuss how investors can gain exposures to asset classes primarily through passive or actively managed strategies.
Father and son at windmill
Investments – Sustainable

The Role of Sustainable Investing

This article discusses how we examine ESG factors in all of our investment-related decisions and offer a range of sustainable investing options to fit a variety of client preferences.
Business Team
Philanthropy

Building the Right Endowment Portfolio

Performing a full Enterprise Review with an experienced advisor can uncover and document all the unique aspects that make an institution special, leading to an Investment Policy Statement that lays the foundation for a tailored investment approach.

Let’s start with a conversation.