Cause IQ vendor profile

Fiduciary Investment Advisors, LLC


Fiduciary Investment Advisors, LLC is a firm that provides investment management, financial advisor, consulting services, fiduciary trustee, and commercial bank to nonprofit clients. They primarily provide their services regionally, with most clients in Massachusetts, New York, and Connecticut (although they are present in other states as well).

Most Fiduciary Investment Advisors, LLC clients are colleges, universities, and professional schools, elementary and secondary schools, and hospitals with revenues ranging from $71 million to $297 million.

Primary location:
Windsor, CT
All locations:
CT
Identified clients:
31
Avg client size:
$188 mil revenue
Median client size:
$127 mil revenue

Fiduciary Investment Advisors, LLC client list

 NameTypeLocation
1Clark University501(c)(3)Worcester, MA
2New York Law School (NYLS)501(c)(3)New York, NY
3The Berkshire School501(c)(3)Sheffield, MA
4The Thacher School501(c)(3)Ojai, CA
5Brandeis University501(c)(3)Waltham, MA
6Fairleigh Dickinson University (FDU)501(c)(3)Teaneck, NJ
7Simmons University501(c)(3)Boston, MA
8Wentworth Institute of Technology501(c)(3)Boston, MA
9Milton Academy501(c)(3)Milton, MA
10Heritage Valley Sewickley Heritage Valley Beaver and Heritage Valley Kennedy501(c)(3)Sewickley, PA
...and 21 more Fiduciary Investment Advisors, LLC not-for-profit tax-exempt clients identified by Cause IQ

Fiduciary Investment Advisors, LLC competitors

Competitors to Fiduciary Investment Advisors, LLC in the nonprofit sector include Income Research and Management, Vanguard Group, Inc., Newport Trust Company, Bank Of New York Mellon, Sei Investments, M&T Bank, Matrix Trust Company, Global Retirement Partners LLC, Kestra Advisory Services LLC, and Fidelity.

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