Fiducient Advisors

CITs have existed longer than their 40 Act Mutual Fund counterparts. In fact, CITs will celebrate their 100-year birthday in 2027. #strategist

Do you intend to incorporate ESG investing into your portfolio but don’t know where to start? #ESG #investing

Troy shares actionable strategies for effective endowment management and mission-aligned investing. #ESG #investing

Karen provides meaningful insights and inspiration to all stewards looking to advance their DEIB objectives. #inclusion

Help investment committees (or any nonprofit leader overseeing investments) combat market uncertainty through four key action items. #advisors

High-performing organizations are characterized by strong leadership, a clear goal, and strategic investments. #nonprofit #investors

Some investment committees are reluctant to own alternative investments because they don’t understand the space well.

Did you know economic stability can lead to instability? Is it possible to spend less today in order to spend more later?

We believe offering cryptocurrency in a retirement plan is too aggressive and not worth the extra scrutiny Plan Sponsors will likely attract.

These changes could significantly reduce the ability to transfer assets to the next generation free of estate tax. #estateplanning 

Organizational fundraising and advancement efforts remain critical to the success of any charitable organization. #cryptocurrency

When you’re strategic with your philanthropy and strive for efficiency within your organization, you can do more good with less money.

Are stocks overpriced and about to tank? How will rising inflation impact your portfolio? How might the pandemic continue to impact the economy?

Several best practices for effective investment portfolio management that are relevant in today’s complex financial landscape.

Focusing on DEI is more than just the right thing to do. It can help your nonprofit make better decisions and achieve greater results.

What factors are important to you in an investment vehicle? Is it transparency? Liquidity? Perhaps management constraints?

Regularly assessing the impact of your nonprofit’s initiatives and mission is more important than ever to all stakeholders including your donors.

It is projected that by the year 2025, more than 50% of the population will be aged 65 and older. #seniorliving #retirement #finance

The Biden administration frequently hinted at a possible reduction of the estate and gift tax exemptions to 2009 levels. #taxes #finance

An investment committee member might be doing everything right. But one wrong move could derail an endowment or foundation from your path to success.

As one of the Three Levers that impact nonprofit endowment pools, Spending is a critical component of endowment management.

Do you have a thorough understanding of how associations manage their investments? #investments #investing #stockmarket

When the time comes for your endowment or foundation to hire a new investment consultant, how should you go about the process?

Time to examine your endowment or foundation’s investment strategy and asset allocation so that you can adapt to ever-changing market conditions

Discover a new ESG investing approach that could benefit your organization and its mission! #ESG #faith #investor