Once your strategic wealth management plan is in place, we begin constructing your portfolio based on the objectives defined in your plan.
Protecting and Growing Your Wealth
Our approach combines our people, resources and methodology to blend the art and science of investment management. We deliver our recommendations with clarity and conviction, and believe our disciplined construction and active management can deliver an optimized portfolio.
Investment Decisions Backed by In-Depth Analysis
Our independent, in-house research analysts provide the insights and information your portfolio manager relies on to make confident investment decisions. Our teams are organized around global sectors to provide in-depth worldwide securities analytics. Our equity, fixed income and asset allocation specialists keep a continuous pulse on the markets—domestically and around the world—to find the best opportunities for our clients.
Our team of more than 30 experienced analysts visits companies, meets with management and reviews market and securities information to provide the most comprehensive analysis of over 2,300 companies to our portfolio managers. Additional specialized expertise provided by the local asset managers at our parent company, Franklin Templeton Investments, is also available to your portfolio manager to further inform their investment decisions.
Dedicated Portfolio Management
With more than 20 years of experience in the industry on average, our portfolio managers provide the perspective needed to manage your financial plan. They are responsible for day-to-day investment oversight and act as the financial steward of your wealth management strategy. With your strategic wealth plan always top of mind, they keep in close touch with you and your goals to best support your objectives across market conditions.
Our primary tools for managing risk in client portfolios are diversification and active asset allocation. These tools can help to smooth the effects of marketplace volatility. They can also provide a foundation for using more sophisticated investment strategies that may substantially improve returns while helping to better manage risk.
Our Comprehensive Approach
Fiduciary Trust's new capabilities brochure provides you with a comprehesive overview of our breadth and depth of wealth management services, our investment management philosophy and approach, and our firm's history and heritage.
Please complete the form below, and we will be happy to mail you a copy.