Cause IQ vendor profile

Fiduciary Investment Advisors


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 Rhode Island, Connecticut, Maine, Massachusetts, and New York (although they are present in other states as well).

Most Fiduciary Investment Advisors clients are libraries and archives, hospitals, emergency and relief services, professional associations, and grantmaking foundations with revenues ranging from $2.4 million to $375 million.

Primary location:
Windsor, CT
Clients in:
CT, MA
Identified clients:
9
Avg client size:
$351 mil revenue
Median client size:
$82 mil revenue

Fiduciary Investment Advisors client list

  Name Type Location
1 Save The Children Federation 501(c)(3) Fairfield, CT
2 South County Hospital Healthcare System 501(c)(3) Wakefield, RI
3 American Mathematical Society (AMS) 501(c)(3) Providence, RI
4 The City College 21ST Century Foundation 501(c)(3) New York, NY
5 Providence Public Library 501(c)(3) Providence, RI
6 The Burkehaven Family Foundation 501(c)(3) West Roxbury, MA
7 LincolnHealth Group 501(c)(3) Boothbay Harbor, ME
8 Legacy Echn 501(c)(3) Glastonbury, CT
9 Franklin Community Health Network 501(c)(3) Farmington, ME

Fiduciary Investment Advisors competitors

Competitors to Fiduciary Investment Advisors in the nonprofit sector include Prudential Retirement Insurance and, State Street Bank and Trust Company, Mercer, Sageview Advisory Group, Healthcare Community Securities Cor, Captrust, Ameriprise Financial Services, CBIZ Benefits and Insurance Services, Marquette and Associates, and Kestra Advisory Services LLC.

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