Fiduciary Investment Advisors, LLC is an independent, employee-owned investment consulting firm that works with fiduciary clients including retirement plan sponsors, institutions, non-profit organizations and private clients. We provide customized investment advisory services to assist our clients in achieving their investment objectives while fulfilling their fiduciary obligations. We currently advise over $62 billion in total assets. FIA is a registered investment advisor, and as such is a fiduciary and provides conflict-free advice.
We are an independent, fee-based investment consultant, aligned solely with the interests of our clients.
Our professionals have worked together for many years providing investment consulting services to fiduciary clients. Our knowledge and experience is combined with advanced degrees and credentials.
A Culture of Service
Our service model, with two consultants, a research analyst, a performance analyst and a client service associate assigned to each account, ensures a high-touch service experience.
Demonstrated Value Added
Our disciplined, proactive approach results in superior risk-adjusted performance and confidence that your fiduciary obligations are being met.
FIA has taken the time to create a team that embodies our culture, embraces our values, and works hard for our clients. Because we enjoy working together, FIA performs better for our clients and has consistently been ranked as one of the Best Places to Work in Connecticut.
We are proud to be a member of the greater Hartford community. Through sponsorships, donations, hands-on volunteering, and other involvement initiatives, the entire FIA team is committed to making a meaningful impact here.
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.
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.
Named PLANSPONSOR’s 2009 Retirement Plan Adviser Team of the Year for “helping make retirement security a reality for workers across the nation.” *Disclaimer
One of Pensions & Investments’ 2015 and 2016 Best Places to Work in Money Management.
Included in PLANADVISER’s Top 100 Retirement Plan Advisers, 2011 - 2017 for practices that stand out in terms of quantitative measures.
Named as one of the Best Places to Work in Connecticut, 2011 - 2017 by the Hartford Business Journal and Best Companies Group.