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 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.

Primary location:
Windsor, CT
Clients in:
CT
Identified clients:
13
Avg client size:
$192 mil revenue
Median client size:
$135 mil revenue

Fiduciary Investment Advisors, LLC client list

  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

Fiduciary Investment Advisors, LLC competitors

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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