Wellesley, MA – November 13, 2018 – Fiduciary Investment Advisors (“FIA”) was thrilled to present a donation of $7,500 to Boys & Girls Clubs of Boston (BGCB) on behalf of Schwab Advisor Services. FIA was recently honored by Schwab with the 2018 Best-in-Retirement Business IMPACT AwardTM. As part of the award, Schwab donated to each winner’s charity of choice.
“We are pleased to give back to Boys & Girls Clubs of Boston, a terrific client of FIA that has a critical mission in Boston. We value our partnership with Josh Kraft, the board of directors, and all of the senior leadership at BGCB and believe their work to be so necessary to the community,” said Mike Goss, Executive Vice President.
“Congratulations to Fiduciary Investment Advisors on receiving the 2018 Best-in-Retirement Business IMPACT Award from Schwab Advisor Services. For nearly 10 years, Boys & Girls Clubs of Boston has enjoyed a collaborative, successful partnership with FIA, and we are grateful for their support,” said Josh Kraft, Nicholas President & CEO, Boys & Girls Clubs of Boston.
The Best-in-Retirement Business IMPACT Award™ honors an independent record keeper or advisor that focuses on retirement plans, understands the unique needs of plan sponsors and/or participants, and has developed an innovative approach to serving them. Winning firms were selected by a panel of independent judges. As part of the award, Schwab donates $15,000 to each winner’s charity of choice. FIA selected $7,500 to go to Boys & Girls Clubs of Boston and $7,500 to go to the YMCA of Greater Hartford.
Fiduciary Investment Advisors is an independent, employee-owned investment consulting firm that works with fiduciary clients, including retirement plan sponsors, non-profit organizations, and private clients. Assets under advisement total more than $76 billion. Our mission is to provide customized consulting services to assist our clients in achieving their investment objectives, while fulfilling their fiduciary obligations. We have offices in Wellesley, MA; Windsor, CT and Kennebunk, Maine. To learn more, visit www.fiallc.com.
Boys & Girls Clubs of Boston’s mission is to help young people, especially those who need us most, build strong character and realize their full potential as responsible citizens and leaders. We do this by providing a safe haven filled with hope and opportunity, ongoing relationships with caring adults, and life-enhancing programs. To learn more, visit https://www.bgcb.org/.
Partner & Director, Business Development and Marketing
Fiduciary Investment Advisors
Senior Director, Marketing & Communications
Boys & Girls Clubs of Boston
200 High Street, 3rd Floor
About the IMPACT Awards®
The Charles Schwab & Co., Inc.’s IMPACT Awards® program recognizes excellence in the business of independent financial advice. Nominees are evaluated and selected by a panel of prominent leaders from both the business world and the financial services industry.
Fiduciary Investment Advisors is not owned or affiliated with Charles Schwab & Co., Inc. (“Schwab”), and its personnel are not employees or agents of Schwab. The IMPACT Award® is not a referral to, endorsement or recommendation of, or testimonial for the advisor with respect to its investment advisory or other services. Schwab Advisor Services® serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned by, affiliated with, or supervised by Schwab. The Boys and Girls Clubs of Boston and Greater Hartford YMCA are not affiliated with or employed by Schwab. This is not and should not be construed as a recommendation, endorsement, or sponsorship by Schwab.