Retirement Plan Adviser Team of the Year

We are pleased to announce that at the 2009 PlanSponsor Magazine Annual Awards Dinner, Fiduciary Investment Advisors was selected as the Retirement Plan Adviser Team of the Year!
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This award acknowledges “the contributions of the nation’s best financial advisers in helping make retirement security a reality for workers across the nation.” FIA was chosen from a pool of more than 550 nominations and selected from five finalists. We are honored that we were nominated by our industry peers and clients to compete for the award and ultimately selected by a panel of judges which included industry peers and PlanSponsor Magazine editorial staff.

We are also grateful for the many referrals we receive from our clients and friends in the business world. We remain committed to offering the service model that our clients have enjoyed for years and remain focused on the client experience, client retention and client satisfaction. As a fee-only advisor, we are positioned perfectly in a marketplace that demands true objectivity and independence, and we continue to see increasing demand across all of our client types: 401k, 403b, endowments and foundations, and corporate and municipal pension plans.

The FIA Difference

FIA is an independent, fee-only investment advisory firm serving fiduciary clients, including pension and defined contribution retirement plans, endowments and foundations, and wealthy families. High touch service is our hallmark. We take time to understand the unique circumstances of our clients and provide each one with unique solutions. We appreciate that clients want to build lasting relationships with their consultants, and we are tirelessly committed to making the service experience as satisfying as the investment program. Because we are not a broker and do not receive compensation from investment products, our clients take comfort in knowing our interests are aligned exclusively with theirs and that our advice is 100% objective.

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