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Fiducient Advisors

Fiducient Advisors

Categories

Investment Services

About

With offices in Connecticut and across the country, Fiducient Advisors (“Fiducient”) has been delivering tailored investment advice to institutions – and their fiduciaries – since 1995.  With total assets under advisement exceeding $230 billion (as of June 30, 2022), our mission is to help clients prosper by placing their interests first and providing straightforward advice built on practical intellectual capital.  On behalf of CBA member institutions, Fiducient delivers investment advice and governance support to Committees overseeing defined contribution plans, defined benefit plans, foundations, and corporate assets.  Duty-bound and passionately driven to help you prosper, our team is committed to establishing lasting relationships that foster long-term success.

Contacts

Primary
Kristen Klaus
Senior Marketing Associate

Christian Coleman
Partner, Director of Business Development

Carol Morelli
Manager of Administration & Office Operations

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