We understand wealth is more than the accumulation of assets.  It’s about achieving the life you wish to live. We take a personal approach to wealth management based on expertise, strong performance, and a genuine commitment to act in your best interests.

Four points that distinguish Fiduciary Trust include:


A private firm focused on the best interests of our clients

  • 135-year history of integrity and financial stability
  • No proprietary investment products
  • No incentives from third-party investment managers for directing investments to their funds
  • Free from misaligned public company pressures

Personal Service

A proactive approach customized to your needs

  • Clients have long-term relationships with senior professionals
  • 20+ years’ average officer industry experience
  • Right-sized, well-resourced, nimble firm with over $20 billion in assets under supervision and over 130 employees
  • 98% average annual client retention rate for over a decade

Disciplined Investing

Proven techniques and focused on client net returns

  • Strong risk-adjusted returns
  • Portfolios customized for specific client needs
  • Tax, estate, and cash needs considered in investment decisions

View our firm overview video to learn more about what makes us distinctive in helping our clients achieve their goals:

We provide our services to individuals, families, non-profits, advisors, and family offices.
For individuals and families, we serve a wide range of asset levels.  Our investment minimum is $2 million.

Why we’re different for:

Family Offices

Foundations and Endowments

Third-Party Investment Advisors