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Fiducient Advisors Snapshot
The hallmarks of our firm are simple:
Help Clients Prosper
Backed by years of experience, our goal is to help clients develop a framework for success. This can mean improved performance, reduced expenses, or assistance in satisfying fiduciary and stewardship responsibilities.
Place Clients' Interests First
Our goal is to provide straightforward advice. We do not offer proprietary products or receive commissions. Nor do we charge money managers or vendors to be included in our database.
Provide Straightforward Advice
Our seasoned professionals hold advanced certifications and degrees, but we believe our ability to communicate with clients sets us apart. First we listen. Then we offer meaningful recommendations in a proactive, timely manner.
Practical Intellectual Capital
Our research is practical. We strive to improve returns, reduce risk, or both. Equipped with leading-edge proprietary tools like our Frontier Engineer™ and Portfolio Engineer™, we provide practical solutions for complex issues.
Help Clients Prosper
Backed by years of experience, our goal is to help clients develop a framework for success. This can mean improved performance, reduced expenses, or assistance in satisfying fiduciary and stewardship responsibilities.
Place Clients' Interests First
Our goal is to provide straightforward advice. We do not offer proprietary products or receive commissions. Nor do we charge money managers or vendors to be included in our database.
Provide Straightforward Advice
Our seasoned professionals hold advanced certifications and degrees, but we believe our ability to communicate with clients sets us apart. First we listen. Then we offer meaningful recommendations in a proactive, timely manner.
Practical Intellectual Capital
Our research is practical. We strive to improve returns, reduce risk, or both. Equipped with leading-edge proprietary tools like our Frontier Engineer™ and Portfolio Engineer™, we provide practical solutions for complex issues.
Fiducient Advisors, formerly DiMeo Schneider & Associates, L.L.C., opened its doors on May 1, 1995, striving to provide unparalleled and customized investment consulting services. Our clients include retirement plan sponsors, nonprofit organizations, private clients, and financial institutions. We abide by a fiduciary obligation to put our clients' interests first. This begins by providing advice that addresses each client’s unique concerns, obligations, and goals.
We operate with over 180 professionals nationwide, supporting our distinct purpose of helping clients prosper. We strive for professional satisfaction by upholding our firm guideposts by ensuring we check egos at the door, take accountability, and are thoughtfully driven.
We operate with over 180 professionals nationwide, supporting our distinct purpose of helping clients prosper. We strive for professional satisfaction by upholding our firm guideposts by ensuring we check egos at the door, take accountability, and are thoughtfully driven.
