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500 W Madison St, Chicago, IL 60661-4544, USA

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Association Investment Solutions 


Your association has a worthy mission that serves a unique community. Stewardship responsibilities include overseeing assets entrusted to you, setting effective spending and investment policies, navigating highly volatile markets and growing the principal that is vital to your future — all in a world of increasing complexity.
At Fiducient Advisors, we understand the role that a thoughtfully constructed investment portfolio plays as a part of an association's overall strategic plan. Whether it is for your association’s reserve assets, related foundation/endowment or employee benefit plan, we proudly take on a fiduciary role in serving as your trusted advisor.
Importantly, we recognize how investing assets for associations can differ from our other nonprofit clients. While associations are held to the same standards of fiduciary responsibility as other nonprofits, the source, nature and governance structure surrounding these funds require a different mindset when it comes to developing an investment strategy.At Fiducient Advisors, we provide thoughtful strategies and solutions designed to meet the multi-dimensional needs of associations. We strive to help you reduce risks, improve returns, lower expenses, strengthen governance and minimize the amount of time you spend fulfilling your stewardship duties. We are committed to the association community and serve as a collaborative partner with the ASAE on its annual investment benchmarking study, Association Investment Policies, Practices and Performance. 

What Makes Fiducient Advisors Different?

When choosing an advisory firm to manage your association’s assets, it is important to know that the firm you select will always act in your best interest. We embrace our fiduciary role, operating under the highest standard of obligation to our clients. We are singularly focused, with investment advisory services being our only line of business. We are large enough to serve but remain small enough to care.

Association Investment Solutions 


Your association has a worthy mission that serves a unique community. Stewardship responsibilities include overseeing assets entrusted to you, setting effective spending and investment policies, navigating highly volatile markets and growing the principal that is vital to your future — all in a world of increasing complexity.
At Fiducient Advisors, we understand the role that a thoughtfully constructed investment portfolio plays as a part of an association's overall strategic plan. Whether it is for your association’s reserve assets, related foundation/endowment or employee benefit plan, we proudly take on a fiduciary role in serving as your trusted advisor.
Importantly, we recognize how investing assets for associations can differ from our other nonprofit clients. While associations are held to the same standards of fiduciary responsibility as other nonprofits, the source, nature and governance structure surrounding these funds require a different mindset when it comes to developing an investment strategy.At Fiducient Advisors, we provide thoughtful strategies and solutions designed to meet the multi-dimensional needs of associations. We strive to help you reduce risks, improve returns, lower expenses, strengthen governance and minimize the amount of time you spend fulfilling your stewardship duties. We are committed to the association community and serve as a collaborative partner with the ASAE on its annual investment benchmarking study, Association Investment Policies, Practices and Performance. 

What Makes Fiducient Advisors Different?

When choosing an advisory firm to manage your association’s assets, it is important to know that the firm you select will always act in your best interest. We embrace our fiduciary role, operating under the highest standard of obligation to our clients. We are singularly focused, with investment advisory services being our only line of business. We are large enough to serve but remain small enough to care.

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Creating Your Fiduciary Trail With Fiducient Advisors
Fiducient Advisors: An Investment Partner You Can Count On

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Ahmed F

Principal, Regional Director and Senior Consultant

2 months ago
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Chicago Location

500 W Madison St, Chicago, IL 60661-4544, USA

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McLean

1410 Spring Hill Rd, Suite 460, Mc Lean, VA 22102-3058, USA

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Washington DC Metro

1410 Spring Hill Rd, Ste 460, Mc Lean, VA 22102-3058, USA