For sophisticated investors or those with very large portfolios, we believe a case can be made for the added diversification alternative investments may offer, as well as their potential hedge against volatile markets. In these cases, we have the ability to bring in outside resources to round out a client’s core equity and fixed income portfolios.
Separately Managed Accounts
When clients desire additional management diversification, their Fiduciary Trust portfolio manager works with our manager research team to identify the appropriate mix of investment managers across asset classes. In performing due diligence, we look at factors such as manager style, performance, risk profile, cost and overall client fit. As with individual security selection, review is ongoing and a strict sell discipline is employed.
We provide access to both single-strategy hedge funds and funds of hedge funds to provide multiple trading strategies associated with hedge fund investing. Extensive analysis surrounds each and every decision to invest in these strategies to ensure that they are fundamentally sound and aligned with the client’s overall portfolio.
For more than 15 years, Fiduciary Trust has helped clients achieve globally diversified real estate portfolios comprising both publicly traded and private real estate investments. The advantage of this global approach is the potential for absolute returns significantly above those in the U.S. real estate markets.Request a Brochure
Fiduciary Trust's new capabilities brochure provides you with a comprehensive overview of our breadth and depth of wealth management services, our investment management philosophy and approach, and our firm's history and heritage.
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