Fiduciary Investment Advisors Overview

  • Service
  • Limited Partner Consultant
  • Founded
  • 2006
Founded
  • Employees
  • 16
Employees
  • Serviced Companies
  • 1

Fiduciary Investment Advisors General Information

Description

Founded in 2006, Fiduciary Investment Advisors is an independent, employee-owned, investment consulting firm that works with fiduciary clients. The firm's clients include corporations, law firms, healthcare organizations, colleges and universities, preparatory schools, cultural organizations, community and family foundations, municipalities and captive insurance companies. FIA oversees investment programs for corporate and non-profit defined contribution retirement plans, corporate and governmental pension plans, non-profit endowments and foundations and other institutional investment pools.

Contact Information

Website
www.fiallc.com
Year Founded
2006
Service Provider Type
LP Consultants
Primary Office
  • 100 Northfield Drive
  • Windsor, CT 06095
  • United States
+1 (860) 000-0000
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Fiduciary Investment Advisors Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Fiduciary Investment Advisors Team (16)

Name Title Deals Office Contact
Info
Mark Wetzel Co-Founder & President Windsor, CT
Maureen Cooper Co-Founder, Chief Operating Officer and Managing Partner Windsor, CT
Christopher Kachmar Managing Partner & Chief Investment Officer Windsor, CT
Anthony Tranghese Managing Partner & Senior Consultant Windsor, CT
Karen Paulson Managing Partner & Senior Consultant Windsor, CT
You’re viewing 5 of 16 team members. Get the full list »