The Fiduciary Group - Investment Managers - Home
Investment Management and Advice
Menu - Investment Management and Advice
Overview - Investment Management and Advice
Investment Management Process
Security Selection Process
Investment Committee
Custody
Client Reviews
Bill Pay
Estate and Trust Administration
Menu - Estate and Trust Administration
Overview - Estate and Trust Administration
Preliminary Matters
Probate the Will
Gather, Manage and Protect Probate Assets
General and Specific Purpose Trusts
Determination of Personal and Estate Tax Liabilities
Distribute Estate and Final Settlement
401(k) & Retirement Plans
401(k) & Retirement Plans
Firm History
A Short History of The Fiduciary Group
Our Team
Overview - Our Team
Malcolm L. Butler, J.D. - President
Joel P. Goodman, CFA - Chief Investment Officer
Scott B. McGhie - Investment Manager
Debra Bragg - Client Account Administrator
Jean Walz - Client Account Administrator
Yuliya Kennedy - Client Account and Compliance Administrator
Julia L. Butler, J.D., M.B.A. - Chief Operating & Compliance Officer
C. Lee Butler, L.L.B. - Chairman
Press, Communications & Newsletters
Overview - Press, Communications & Newsletters
Client Development
Newsletters
Press & Publications
Code of Ethics
Form ADV Part II
Career Opportunities
The Fiduciary Group - Career Opportunities
Contact Us
The Fiduciary Group - Contact Us
