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, Connecticut, Rhode Island, and Maine (although they are present in other states as well).
Most Fiduciary Investment Advisors clients are hospitals, colleges, universities, and professional schools, grantmaking foundations, outpatient health care practitioners and facilities, and elementary and secondary schools with revenues ranging from $13 million to $236 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Springfield College | 501(c)(3) | Springfield, MA | ||
| 2 | Save the Children Federation | 501(c)(3) | Fairfield, CT | ||
| 3 | The Foundation for City College | 501(c)(3) | New York, NY | ||
| 4 | Museum of Fine Arts | 501(c)(3) | Boston, MA | ||
| 5 | Milford Regional Medical Center | 501(c)(3) | Milford, MA | ||
| 6 | Roger Williams University (RWU) | 501(c)(3) | Bristol, RI | ||
| 7 | South County Hospital Healthcare System | 501(c)(3) | Wakefield, RI | ||
| 8 | New England Institute of Technology (NEIT) | 501(c)(3) | East Greenwich, RI | ||
| 9 | Kent School | 501(c)(3) | Kent, CT | ||
| 10 | New Canaan Country School | 501(c)(3) | New Canaan, CT | ||
| ... | and 14 more Fiduciary Investment Advisors not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Fiduciary Investment Advisors in the nonprofit sector include Global Retirement Partners LLC, Kestra Advisory Services LLC, Marquette and Associates, Prudential Retirement Insurance and, State Street Bank and Trust Company, Ameriprise Financial Services, Capfinancial Partners, LLC, Vanguard Group, Inc., Sageview Advisory Group, LLC, and Morgan Stanley Smith Barney LLC.
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