Cause IQ vendor profile

Fiduciary Investment Advisors, LLC


Fiduciary Investment Advisors, LLC is a firm that provides investment management, financial advisor, consulting services, fiduciary trustee, and commercial bank to nonprofit clients. They primarily provide their services regionally, with most clients in Massachusetts, New York, and Connecticut (although they are present in other states as well).

Most Fiduciary Investment Advisors, LLC clients are colleges, universities, and professional schools, elementary and secondary schools, and hospitals with revenues ranging from $84 million to $370 million.

Primary location:
Windsor, CT
Clients in:
CT
Identified clients:
25
Avg client size:
$188 mil revenue
Median client size:
$131 mil revenue

Fiduciary Investment Advisors, LLC client list

  Name Type Location
1 Clark University 501(c)(3) Worcester, MA
2 New York Law School (NYLS) 501(c)(3) New York, NY
3 Brandeis University 501(c)(3) Waltham, MA
4 Fairleigh Dickinson University (FDU) 501(c)(3) Teaneck, NJ
5 Simmons University 501(c)(3) Boston, MA
6 Milton Academy 501(c)(3) Milton, MA
7 Heritage Valley Sewickley Heritage Valley Beaver and Heritage Valley Kennedy 501(c)(3) Sewickley, PA
8 Trinity College 501(c)(3) Hartford, CT
9 MidState Medical Center 501(c)(3) Meriden, CT
10 Clarkson University 501(c)(3) Potsdam, NY
... and 15 more Fiduciary Investment Advisors, LLC not-for-profit tax-exempt clients identified by Cause IQ

Fiduciary Investment Advisors, LLC competitors

Competitors to Fiduciary Investment Advisors, LLC in the nonprofit sector include Fiduciary Investment Advisors, Cambridge Investment Research Inc, Benefit Plans Admin Services, Inc., Capfinancial Partners, LLC, Income Research and Management, Sei Investments, Bank Of New York Mellon, M&T Bank, Newport Trust Company, and Vanguard Group, Inc..

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