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Investment Philosophy

Our Philosophy

FiduciaryVest offers clients in-depth, experienced investment research capabilities designed to build portfolios matching the unique needs of each client.

We offer a flexible approach to building investment programs, including traditional passive and active approaches and alternative asset classes. Because we do not offer proprietary funds, our investment advice is unbiased and crafted with each client’s unique circumstances in mind.

Our investment philosophy and process is organized around two fundamental questions:

  1. What is the money going to be used for, and
  2. What would be an unacceptable outcome?

Guiding Principles

  • Our philosophy is geared toward selecting managers that have historically protected assets in down markets while participating in up markets when investment conditions are healthier. We believe that managers who can do this consistently tend to outperform over time.
  • Overall, we seek investment options that are easier to live with when the markets are in flux.
  • Our investment solutions are flexible and are crafted to meet each client’s specifications and needs. We do not offer “cookie-cutter” solutions.