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 Connecticut, New York, and Massachusetts (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, hospitals, and grantmaking foundations with revenues ranging from $48 million to $245 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | New York Law School (NYLS) | 501(c)(3) | New York, NY | ||
| 2 | Trinity College | 501(c)(3) | Hartford, CT | ||
| 3 | MidState Medical Center | 501(c)(3) | Meriden, CT | ||
| 4 | Assumption University | 501(c)(3) | Worcester, MA | ||
| 5 | Hotchkiss School | 501(c)(3) | Lakeville, CT | ||
| 6 | Hartwick College | 501(c)(3) | Oneonta, NY | ||
| 7 | Centenary University | 501(c)(3) | Hackettstown, NJ | ||
| 8 | Wheelock College | 501(c)(3) | Boston, MA | ||
| 9 | Wells College | 501(c)(3) | Aurora, NY | ||
| 10 | Berwick academy | 501(c)(3) | South Berwick, ME | ||
| ... | and 3 more Fiduciary Investment Advisors, LLC not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Fiduciary Investment Advisors, LLC in the nonprofit sector include Well and Good LLC, Oppenheimer, Milliman, Matrix Trust Company, Principal, Kestra Advisory Services LLC, Vanguard Group, Inc., Bank Of New York Mellon, Sei Investments, and Raymond James and Associates, Inc..
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