FIDUCIARY SERVICES Overview

Fiduciary Services Corp is an investment advisor that manages 634.8 MM dollars in regulatory AUM and has 10 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 03/31/15. The fund's latest filing disclosed 305MM in positions, representing 48% of the manager's regulatory AUM.

FIDUCIARY SERVICES StockAlpha

-0.6%
Top 25%
3yr StockAlpha Register for more...

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 SERVICES Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

FIDUCIARY SERVICES Founders and Key Employees

Name Title In Position Since
Malcolm L. Butler President December-1998
Julia L. Butler Chief Compliance Officer June-2008
Joel P. Goodman Chief Investment Officer June-2006
Scott B. Mcghie Senior Investment Manager & Director Of Research And Portfolio Management January-2013

FIDUCIARY SERVICES Brokers, Custodians, Auditors and Administrators

Type Company

FIDUCIARY SERVICES Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Method of Analysis and Investment Strategies

TFG’s Chief Investment Officer, Joel P. Goodman, Senior Investment Manager and Director of Trading & Portfolio Management, Scott McGhie, and Research Analyst and Assistant Portfolio Manager, Zach Riddle, work collectively to conduct fundamental analysis on all securities recommended for client accounts. This analysis varies depending on the security in question. Sources for information include Bloomberg, Zephyr, and Morningstar, among other global data or research providers; annual reports, prospectuses, and filings with the Securities and Exchange Commission; and financial newspapers, magazines, and on-line news sources. For stocks and bonds the analysis generally includes a review of:


• The issuer’s financial statements, including the balance sheet, income statement, cash flow statement, as well as any material changes from historica...
Unlock Full Investment Process Description

FIDUCIARY SERVICES Portfolio Concentration

FIDUCIARY SERVICES Location

310 COMMERCIAL DRIVE
SAVANNAH, Georgia
UNITED STATES, 31406-3682

FIDUCIARY SERVICES Contact Information

Phone Number: (912)303-9000
Fax Number: (912)303-9001
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path A