Strategic thinking. Customized solutions.

The Fiduciary Trail®

All fiduciaries leave a governance trail. Our job is to help make it a strong one.

FIA thoroughly documents the rationale for arriving at each decision made, creating an evidence trail that validates the decision-making process while justifying the conclusions reached.

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FIA applies a disciplined approach to help you address a comprehensive list of governance topics over the course of a year that are relevant to your specific plan type, be it a defined contribution plan, a traditional pension plan, an endowment, or a foundation.

Make Your Trail

About FIA

An Independent Firm

  • Fee only co-fiduciary
  • 100% employee owned
  • No broker/dealer affiliations
About FIA

An Experienced Team

  • Customized solutions
  • Investment expertise
  • Exceptional client service delivery
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A Culture of Service

  • Regularly engage in community service
  • Volunteer on non-profit boards
  • Donate to local and regional charities
FIA Gives Back

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Last month, a data breach at a large scale health network gave hackers access to the files of 300,000 patients, exposing private data including names, addresses and even social security numbers.

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