The financial markets continue to get more complex, while professional investing becomes an increasingly important part of an association’s overall fiscal strength. As a result, an association’s fiduciary responsibilities and the need to access institutional caliber investment advisory services has arguably never been greater.
Investable Assets Greater Than $5 million
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.
For more than 25 years we have been assisting associations with investment policy development, portfolio design and implementation, and regular performance monitoring. We understand that associations are different than other nonprofits and require consultants who understand how investments fit into an association’s overall strategic plan and are experienced communicators with the volunteer leadership of associations, many of whom come from outside the investment industry.
We create customized solutions designed specifically to your needs without the use of proprietary products. Furthermore, as a Registered Investment Advisor, we are held to the fiduciary standard, requiring us by law to always put our clients’ interests first.
Our customized services include:
Investable Assets Between $500,000 and $5 million
Many associations simply do not have the investable assets to access the quality of investment advisory services they require. And those that do are often faced with the challenge of navigating a myriad of potential advisory options—such as banks, broker/dealers, asset management firms, and registered investment advisers.
To meet this challenge, we offer ASAE members a solution that allows you to leverage the resources of Fiducient Advisors and benefit from professional portfolio management at a manageable cost.
ASAE members will have access to:
For more information about Fiducient Advisors please view the resources below.
For a complimentary consultation contact Ahmed Farruk at 703-720-5992 or email@example.com
*Your personal information will solely be used to send you information via email or direct mail about this product and will not be added to our database or used for other purposes.
ASAE Investments LLC may receive compensation from Fiducient Advisors for introducing associations to them for purposes of investing in ASAE Investment Management Solution. The fee will not increase or decrease the cost of the program. ASAE Investments may only transact business in the District of Columbia if licensed, excluded or exempted from the District’s investment adviser or investment adviser representative licensing requirements; and follow-up, individualized responses to persons in this state by the investment adviser or investment adviser representative that involve either effecting or attempting to effect transactions in securities, or rending of personalized investment advice for compensation, will not be made without compliance with the District’s investment adviser or investment adviser representative licensing requirement, or an applicable exemption or exclusion.