Rebranded from DiMeo Schneider & Associates, Fiducient Advisors exists to help clients prosper. We opened our doors May 1, 1995, dedicated to investment consulting. Headquartered in downtown Chicago, with additional offices in Washington, DC, Hartford, Austin, Boston, Los Angeles and Portland (ME), the firm currently advises over 700 institutional clients nationwide with total assts under advisement exceeding $225 billion. We are proud to have aligned interests with our clients for over 25 years. Our mission is to help clients prosper by placing their interests first and providing straightforward advice built on practical intellectual capital.
We strive to help our clients:
• Be good fiduciaries and stewards
• Improve performance (enhance returns, reduce risk or both)
• Reduce or control expenses
Experience and a passion to serve have been hallmarks of Fiducient Advisors since inception. The firm is intentional about adding value and our success directly relates to the extraordinary commitment demonstrated by our 178 professionals. Consultants, Analysts and other Associates are expected to not only saturate clients with service but to make thoughtful recommendations that help clients achieve real-world goals. We offer an unconditional satisfaction guarantee on all services. Fiducient Advisors was named a 2020 Best Places to Work in Money Management and a Top 25 Worldwide Consultant, as ranked by worldwide institutional assets under advisement as of June 2020, by Pensions & Investments. Fiducient Advisors is also recognized as a leading investment advisory firm by Barron's ranking first on their 2020 Top Institutional Consulting Teams. Members of the firm have authored numerous research papers and published articles as well as the following four textbooks on investment management: Designing a 401(k) Plan, Asset Management for Endowments & Foundations, The Practical Guide to Managing Nonprofit Assets and Nonprofit Asset Management.
Leveraging more than 20 years of stewardship and philanthropic experience, our investment advisory services include:
Why Fiducient Advisors?
Your Fiduciary – We have a legal obligation to place your interests first. We strive to have no compromises and no outside influences. Our Fiduciary Governance Calendar and Fiduciary Trail® ensure that both your investment and governance needs receive disciplined attention and proper documentation.
Aligned Interests - We are paid solely for our advice. No compensation is contingent upon the purchase or sale of financial products. No managers or vendors pay to be in our database.
Association Experience – Our consultants are fully integrated into the community of professional associations and membership societies. We are often speakers at association events, authors of articles designed for the association community, and co-author an association investment benchmarking study with the ASAE Research Foundation.
A Focus on ESG and DEI – One important role we play as advisors is to not only help edify clients but to also require more and better reporting from investment managers. Fiducient Advisors and other firms are pioneering transparency and change through the Institutional Investment Diversity Cooperative and other efforts.
Proprietary Solutions – Tools created with the intention to improve overall risk and return of your portfolio
Nonprofit Investment Stewards Podcast – We recently launched a podcast dedicated to nonprofits. We believe you will find this informative, particularly our latest episode, How Associations Manage Their Investments.
Knowledge and Support – Fiducient Advisors provides proactive support for your Committee and staff on a variety of topics intended to raise awareness, including: the economy, fiduciary responsibilities and best practices regarding fundraising and donor support.
Robust Investment Manager Analysis – More than 40 Associates hold more than 1,000 manager meetings annually. You will experience insights to the management of your investments that go beyond just performance returns. We discuss and analyze the people, philosophy, strategy and approach so that you will have a deeper understanding of your investments.
Devoted Client Service – Your dedicated service team serves as an extension of your staff positioning ourselves on your side of the table. Our decades of nonprofit experience singularly focus on developing tailored solutions for each client.
Commitment to Client Satisfaction – Our commitment is to “exceed your expectations.” We back this up by offering an unconditional satisfaction guarantee on all our services. At the heart of each of our client relationships is a deep dedication to putting your needs first.
Fiducient Advisors consistently differentiates itself through our singular focus of providing prudent and customized investment advice. With our tailored solutions and proprietary investment practices, we believe Fiducient Advisors will be a partner and advocate for you.
*Barron’s Institutional Consulting Teams ranking is based on quantitative and qualitative factors including team’s assets, revenue, size and character of the team itself.Barron’s invites firms that, in their opinion, are competitive given size and sophistication.P&I’s Consultant Ranking was awarded under the DiMeo Schneider brand is a proprietary survey produced by Pension & Investment.Results are based on questionnaire responses sent to approximately 200 consultants determined by P&I that self-reported institutional assets under advisement as of June 30, 2019.Consultants with multiple subsidiaries are asked to provide information on a consolidated basis.No fee is associated with ranking participation.The ranking is not indicative of Fiducient Advisors future performance.