FDX Advisors, Inc.
FDx Advisors, Inc. is a Chicago-based registered investment adviser formed in 1987 in California and now operates as a subsidiary of Envestnet Inc. The firm primarily offers investment advisory and consulting services to institutional clients such as banks, trust companies, broker-dealers, other investment advisers, and institutional retirement plans. FDx Advisors employs proprietary research and investment platforms, providing discretionary asset management, sub-advisory, and consulting solutions. The firm does not directly serve retail clients but rather supports the institutional market, delivering custom research, asset allocation support, and access to separate account managers, ETFs, and mutual funds. It is part of a large public company (Envestnet), serving the financial services sector as a trusted partner for scalable investment solutions.
Investment Strategy
FDx Advisors provides investment management and consulting services using proprietary research, primarily for institutional clients, including banks, trust companies, broker-dealers, and retirement plans. Their strategy encompasses sub-advisory mandates where they manage portfolios with discretionary authority but rely on institutional fiduciary agents for client suitability. They offer asset allocation, program evaluation, custom research, and provide access to a broad range of investment options, including separate account managers, ETFs, and mutual funds. The firm emphasizes customized, scalable solutions for institutional partners, focusing on prudent oversight and open architecture investment platforms to deliver diversified asset management and advice.
Top Holdings
Equity Positions (176)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BND | VANGUARD BD INDEX FDS TOTAL BND MRKT | 5.13% | $16.8M | 228,178 | $77.44 | $73.63 | -$439.0K |
I IDEV | ISHARES TR CORE MSCI INTL | 5.11% | $16.7M | 220,047 | $54.81 | $76.04 | +$1.1M |
M MBB | ISHARES TR MBS ETF | 4.58% | $15.0M | 159,777 | $100.54 | $93.89 | +$523.0K |
I IWF | ISHARES TR RUS 1000 GRW ETF | 4.47% | $14.6M | 34,483 | $167.84 | $424.58 | +$1.7M |
I IWD | ISHARES TR RUS 1000 VAL ETF | 4.24% | $13.9M | 71,523 | $107.90 | $194.23 | +$145.0K |