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 09/30/21. The fund's latest filing disclosed 43MM in positions, representing 1% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/03 to 09/30/21. The fund's latest filing disclosed 43MM in positions, representing 1% of the manager's regulatory AUM.
FIDUCIARY StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
FIDUCIARY Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BRK.A | 37.25% | Financials | 4.91% | -0.17% | 0 | 11% | ||
| WY | 24.41% | Financials | 5.3% | -0.67% | 0 | 10% | ||
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FEATURED IN
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. FCIâ€...
Unlock Full Investment Process Description
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. FCIâ€...
Unlock Full Investment Process Description
FIDUCIARY Portfolio Concentration
FIDUCIARY Location
2000 WELLS FARGO PLACE
30 EAST 7TH STREET
ST PAUL, Minnesota
UNITED STATES, 55101-4930
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: http://www.fidcouns.com/
Fax Number: 651-215-4493
Website: http://www.fidcouns.com/
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