Fiducient Advisors

Fiducient Advisors, located at 100 Northfield Drive in Windsor, Connecticut, is a finance institution with a disciplined fiduciary investment approach developed over nearly 30 years. Their focus is on their clients and helping them achieve their financial goals through solid investment management and unbiased insight.

The institution specializes in managing and overseeing retirement plans, offering strategies to reduce costs, mitigate fiduciary responsibilities, and enhance employees' ability to retire comfortably. They work closely with clients to navigate the complexities of retirement plan governance and ensure compliance with regulations.

For nonprofit organizations, Fiducient Advisors offers tailored investment solutions designed to align with the organization's unique objectives. Their experienced team of endowment investment advisors collaborates with stakeholders to achieve consensus and meet investment objectives while fulfilling stewardship obligations.

The Wealth Office® of Fiducient Advisors partners with clients to develop strategies that align with their financial desires and goals. Whether clients are looking to accumulate, preserve, or transfer wealth, the institution works to protect assets from taxation, inflation, and investment risk with customized solutions.

Additionally, Fiducient Advisors offers support for investment advisors and banks looking to strengthen their research efforts or expand wealth management services. They provide OCIO support in various practice areas, serving as an extension of the client's team and providing resources and insights to help clients prosper.