Fiduciaryvest, Llc
FiduciaryVest is an independent, employee-owned investment advisory firm. As such, we provide objective consulting services and advice that is solely in the interests of our clients. We assist our clients in the oversight of 401k and pension plans, non-qualified retirement plans, foundations, endowments and hospital balance sheets. By design, we are free from the influences of any revenue sources other than direct compensation by our clients. We believe that each client has unique investing needs and risk-taking context. We seek to create the overall result that clients will be unattractive defendants to any legal counsel who may consider fiduciary litigation against our clients.
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Verified contacts
8
available on Kipplo
LinkedIn employees
6
1 to 10 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
1
tools in use
Monthly traffic
21
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- JS
Jason Small
Managing Principal and Sr Consultant · General Business & Management
EmailPhone - HS
Harold Small
Senior Consultant · General Business & Management
EmailPhone - MK
Mark Kallis
Senior Consultant · General Business & Management
EmailPhone - ES
Edward S. Michelson
Senior Consultant Research · Other
EmailPhone - JC
John Caldwell
Senior Research Analyst · Research & Development
EmailPhone
Showing 5 of 8 verified contacts
Top roles at Fiduciaryvest, Llc
5 distinct titles indexed · top 5 shown.
- 2senior consultant
- 2senior consultant research
- 1director of business development
- 1managing principal and sr consultant
- 1senior research analyst
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