At The Fiduciary Group, our mission is to build, protect, and grow our clients’ wealth over the long-term through sound planning and disciplined investment management. Our philosophy to building wealth is defined by three words which we have memorialized in our tagline: Conserve Plan Grow®.
The First Step – Conserve
Conservation is the first step to converting income into wealth that can last a lifetime and beyond. Preservation of wealth, once accumulated, is equally important. An effective conservation plan changes as a person moves through life’s different stages: raising a family, saving for education, building a career, saving for retirement, preserving wealth in retirement, and providing a legacy. At The Fiduciary Group, we have helped many others transition through similar stages of life. Once we understand where you are and what you want to accomplish, we can provide helpful advice and a tailored investment strategy to conserve your wealth and achieve your goals.
The Second Step – Plan
Before we invest, we get to know you. We want to understand what’s important to you, how you think about investing, and what risks you seek to manage. We then agree on an investment plan that addresses your objectives, and propose an investment strategy that addresses market risk and your special life circumstances. Planning is not a one-off activity, but an ongoing process, and because of that, we meet regularly with you to review your portfolio and address the circumstances that may change over time.
For those who want a comprehensive, written financial plan we also offer a full suite of financial plans. These financial plans allow you to map and monitor specific financial goals such as saving for retirement, funding a child’s education, managing risk through insurance, determining appropriate withdrawal levels, and planning for one’s legacy.
The Third Step – Grow
Once we have full knowledge of your financial needs and objectives, we then construct and manage a globally-diversified portfolio designed to achieve long-term growth and income while managing risk through a balanced strategy tailored to your needs. Our research is independent and our investment decisions are based on your best interests. Assets are held in custody primarily at Charles Schwab, a financially-strong independent custodian that provides asset protection protocols and independent reporting to safeguard your assets.