Fiduciary Investment Advisors is a firm that provides financial advisor, consulting services, investment management, insurance, and audit accounting to nonprofit clients. They primarily provide their services regionally, with most clients in Massachusetts, Rhode Island, Connecticut, and Maine (although they are present in other states as well).
Most Fiduciary Investment Advisors clients are hospitals, colleges, universities, and professional schools, elementary and secondary schools, outpatient health care practitioners and facilities, and grantmaking foundations with revenues ranging from $13 million to $252 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Springfield College | 501(c)(3) | Springfield, MA | ||
| 2 | Save the Children Federation | 501(c)(3) | Fairfield, CT | ||
| 3 | Museum of Fine Arts | 501(c)(3) | Boston, MA | ||
| 4 | Milford Regional Medical Center | 501(c)(3) | Milford, MA | ||
| 5 | South County Hospital Healthcare System | 501(c)(3) | Wakefield, RI | ||
| 6 | Roger Williams University (RWU) | 501(c)(3) | Bristol, RI | ||
| 7 | New England Institute of Technology (NEIT) | 501(c)(3) | East Greenwich, RI | ||
| 8 | Kent School | 501(c)(3) | Kent, CT | ||
| 9 | American Mathematical Society (AMS) | 501(c)(3) | Providence, RI | ||
| 10 | The New Canaan Country School Incorporated | 501(c)(3) | New Canaan, CT | ||
| ... | and 10 more Fiduciary Investment Advisors not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Fiduciary Investment Advisors in the nonprofit sector include Sageview Advisory Group, LLC, Vanguard Group, Inc., Morgan Stanley Smith Barney LLC, Ameriprise Financial Services, Capfinancial Partners, LLC, Global Retirement Partners LLC, Kestra Advisory Services LLC, Marquette and Associates, CBIZ Financial Solutions Inc, and Kibble and Prentice.
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