It's Tips Tuesday! We're closing out Fiducient's Pension Awareness month with important considerations for cash balance plan terminations from Brian Carlson: https://lnkd.in/etbwRWQW #TipsTuesday #teamfiducient #cashbalance #planterminations
Fiducient Advisors
Financial Services
Chicago, IL 19,654 followers
Helping clients achieve their investment goals with our disciplined fiduciary approach.
About us
Fiducient Advisors opened its doors on May 1, 1995 striving to provide unparalleled and customized investment consulting services. Our clients include retirement plan sponsors, endowments and foundations, individuals and families, and financial institutions. We abide by a fiduciary obligation to put our clients' interests first. The hallmarks of our firm are simple: Help Clients Prosper Backed by years of experience, our goal is to help clients develop a framework for success. This can mean improved performance, reduced expenses, or assistance in satisfying fiduciary and stewardship responsibilities. Place Clients' Interests First Our goal is to provide straightforward advice. We do not offer proprietary products, receive commissions or charge money managers or vendors to be included in our database. We believe our ability to communicate with clients sets us apart. First, we listen. Then we offer meaningful recommendations in a proactive, timely manner. Practical Intellectual Capital We strive to improve returns, reduce risk or both. Equipped with proprietary modeling tools, we provide practical solutions for complex issues. We would like to be your valuable resource and welcome the opportunity to prove ourselves.
- Website
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https://www.fiducientadvisors.com/
External link for Fiducient Advisors
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- Chicago, IL
- Type
- Privately Held
- Founded
- 1995
- Specialties
- Wealth Management, Retirement Plan Consulting, Pension Plan Consulting, OCIO, Discretionary Consulting, Cash Balance Plan Consulting, Endowment and Foundation Consulting, Nonprofit Consulting, Outsourced CIO, Manager Search, Fiduciary Consulting Services, 403b Consulting, 401k Consulting, Family Office Consulting, Financial Planning, and Taft-Hartley Consulting
Locations
Employees at Fiducient Advisors
Updates
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Did you know that 40% of your week is wasted due to poor communication? And when you're multitasking in almost every meeting, things need to change. Imagine transforming those wasted hours into purposeful, mission-driven action. Dean Brenner reveals the shocking impact of poor communication, not only on the understanding of the topics but also how it impacts work outside of communications. Listen to the full episode for more information: https://bit.ly/3Z4dXCm #NonProfitInvestments #Communication #TimeManagement #Productivity #WorkplaceEfficiency
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We look forward to participating at the Nonprofit Legal, Finance & Grants Conference in October!
We are happy to share that Fiducient Advisors will be presenting at the Nonprofit Legal, Finance, & Grants Conference this October! This valuable event features three tracks covering Nonprofit Legal Issues, Finance and Tax Guidance, and Federal Grants Compliance. Join us and secure your registration today: https://lnkd.in/eYmvaPjD #NPLFG2024
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In a world where communication is more accessible than ever, effective listening remains a rare and invaluable skill. When you truly master the art of listening, two things happen that can transform your approach to nonprofit investments and leadership. 1. You Gather Better Information Listening allows you to gain insights into the priorities, concerns, and aspirations of those you engage with, whether they are team members, donors, or community partners. 2. You Build Trust and Credibility Demonstrating active listening is a powerful act of respect and empathy. It's about more than just hearing the words; it's about understanding and valuing the person behind them. Discover more about the powerful impact of good communication today, listen in to a wonderful conversation with our guest Dean Brenner, President and CEO of the Latimer Group: https://bit.ly/3AFNpNy #NonprofitInvestments #PositiveCommunication #Trust #GoodListening
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Liam McLaughlin, CFA discusses why estate planning should be at the top of every parent's college checklist in our latest blog post. Read it here: https://lnkd.in/ear_vRty #estateplanning #collegeplanning #financialplanning
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In our latest Tips Tuesday video, Brian Samuels, CFA explains how investment strategy can change as a pension plan goes through its life cycle. Watch it here: https://lnkd.in/eginjSwk #TipsTuesday #FiducientPensionMonth #pensionplans
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Each year on August 17, we take time to honor nonprofit organizations dedicated to giving back to the communities they serve. Fiducient is proud to support more than 300 nonprofits inside and outside the office. Join us in celebrating #NationalNonprofitDay! Read more here: https://lnkd.in/ghSsD5_w
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On today's Tips Tuesday video, Jeff Mitchell dives into the importance of measuring corporate liabilities and the steps Plan Sponsors can consider to potentially lessen the confusion, and the cost, of pension plan management. Watch here! https://lnkd.in/gxJraKUT #TipsTuesday #FiducientPensionMonth #pensionplans
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We had a fantastic time hosting friends and colleagues at Lyman Orchards Golf Club. The day was filled with opportunities to network with inspiring women, strengthen our professional relationships and improve our golf game. #TeamFiducient #Womensupportingwomen
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