FIDUCIARY Overview

Fiduciary Counselling Inc is an investment advisor that manages 4.8 BN dollars in regulatory AUM and has 74 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/03 to 09/30/16. The fund's latest filing disclosed 25MM in positions, representing 1% of the manager's regulatory AUM.

FIDUCIARY StockAlpha

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Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

FIDUCIARY Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
WY 30.55% Financials 3.66% -4.98% 0 11%
BRK.A 20.65% Financials 13.83% -0.93% 0 8%
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FEATURED IN
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FIDUCIARY Founders and Key Employees

Name Title In Position Since
Cynthia E. Marsh Director October-1998
Eric R. Lind Chief Investment Officer December-2000
Ann B. Burns Director August-2008
M. J. Mckinley President, Chief Executive Officer And Director February-2011
Steven B. Weinstein Director December-2011
James G. Castellano Director March-2012
Stephen G. Simon Chief Compliance Officer March-2014

FIDUCIARY Brokers, Custodians, Auditors and Administrators

Type Company

FIDUCIARY Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

FCI provides investment advice to a broad array of clients with varying degrees of commonality, differences and expectations. We are committed to provide the best investment advice appropriate for a client’s individual situation. By knowing our clients well, we can design and align their portfolios to match their short-term and long-term objectives.

The initial step is the development of an IPS for a client. Every client has unique investment needs, yet many can be grouped into common models with specific risk and reward characteristics. In practice, the majority of our client base invests based on these common models. Certain clients have very specific needs that require FCI’s advanced knowledge and expertise, utilizing customized models in implementation.

FCI’s models are an output of the asset allocation work and capital market assumptions put together by FCI’s investment team. FCI...
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FIDUCIARY Portfolio Concentration

FIDUCIARY Location

2000 WELLS FARGO PLACE
30 EAST 7TH STREET
ST PAUL, Minnesota
UNITED STATES, 55101-4930

FIDUCIARY Contact Information

Phone Number: 651-228-0935
Fax Number: 651-215-4493
Website:

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