Fiducient Advisors LLC
Fiducient Advisors LLC is an independent investment advisory and consulting firm headquartered in Chicago, Illinois. Founded in 1995, it provides investment management, consulting, and fiduciary services primarily to retirement plan sponsors, endowments, foundations, nonprofits, and selected high net worth individuals across the United States. The firm serves a diverse client base, including educational institutions, hospitals, and grantmaking foundations, with a focus on delivering tailored investment solutions and comprehensive advisory services. As of 2025, the firm employs approximately 218 people.
Investment Strategy
Fiducient Advisors specializes in delivering highly customized investment consulting services, including both discretionary and non-discretionary management, to retirement plans, endowments, foundations, and nonprofit organizations. The firm emphasizes a fiduciary-centric approach, leveraging proprietary software and research to build diversified portfolios aligned with clients' unique objectives and risk tolerances. It offers open architecture manager selection, robust due diligence, portfolio engineering, and ongoing advice, prioritizing risk management and long-term value creation. The firm is also committed to diversity, equity, and inclusion, with ESG and responsible investing capabilities available to clients.
Top Holdings
Equity Positions (153)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AON | AON PLC | 14.77% | $120.7M | 338,200 | $311.97 | $356.76 | -$48.9M |
I IVV | ISHARES TR | 7.55% | $61.7M | 99,351 | $426.60 | $620.90 | +$7.1M |
E EFA | ISHARES TR | 5.86% | $47.9M | 535,557 | $70.59 | $89.39 | +$4.7M |
V VCIT | VANGUARD SCOTTSDALE FDS | 5.56% | $45.4M | 547,368 | $81.30 | $82.92 | +$5.1M |
V VCLT | VANGUARD SCOTTSDALE FDS | 4.36% | $35.6M | 468,948 | $78.52 | $75.90 | +$1.4M |