Fidelis Im, LLC
FIDELIS IM, LLC is a privately owned investment management firm headquartered in Medford, Oregon. Founded by industry veterans with over 50 years of combined experience, it operates as a Registered Investment Adviser (RIA) serving high-net-worth individuals, institutions, and retirement plans. The firm specializes in financial planning, discretionary portfolio management, and retirement solutions, with notable expertise supporting medical practices. FIDELIS IM emphasizes fiduciary responsibility, transparency, and fee-only advisory services. The firm serves over 230 clients through a team of experienced professionals and is known for its thorough, client-focused approach.
Investment Strategy
FIDELIS IM follows a disciplined approach to asset growth, prioritizing long-term, prudent investment management tailored to each client. The firm acts exclusively as a fiduciary, offering transparent fee-only services without the conflicts of interest common in commissioned environments. Assets are managed on a discretionary basis with portfolios customized for individuals, high-net-worth families, and medical practices. The investment process emphasizes broad diversification, independent custodianship for asset protection, and continuous client engagement. Their philosophy centers on building strong relationships, reliable growth, and comprehensive retirement planning—all while maintaining simplicity and transparency.
Top Holdings
Equity Positions (22)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VCSH | VANGUARD SCOTTSDALE FDS | 15.11% | $34.0M | 427,216 | $79.13 | $79.50 | -$1.1M |
S SCHX | SCHWAB STRATEGIC TR | 14.69% | $33.0M | 1,351,106 | $16.94 | $24.44 | +$3.5M |
V VIG | VANGUARD SPECIALIZED FUNDS | 14.57% | $32.8M | 160,058 | $156.72 | $204.67 | +$1.5M |
V VO | VANGUARD INDEX FDS | 8.80% | $19.8M | 70,698 | $236.49 | $279.83 | +$1.5M |
D DLN | WISDOMTREE TR | 8.68% | $19.5M | 237,434 | $66.17 | $82.14 | +$757.9K |