30 Ways We Help Clients Prosper
Investment Advisors Dedicated to Your Success
Fiducient Advisors believes in providing exceptional investment consulting services to our clients. Our approach is centered around understanding your unique needs and delivering solutions that are designed to drive success.
Here are 30 ways we help our clients prosper:
1. Aligned Interests
No managers or vendors pay to be in our databases.
2. Personalized Solutions
We understand every client has distinct goals and challenges. Our team takes the time to listen and learn about your specific situation, tailoring our services to meet your needs.
3. Expertise and Experience
Whether you need financial advice or strategic planning, our team has the knowledge and skills to guide you through any complexities.
Our Core Values
Service
We seek to exceed expectations
Collaboration
We listen with an open mind and an intent to understand.
Expertise
We offer practical, innovative solutions to challenges our colleagues and clients face.
4. Transparency
We believe a successful, long-term relationship is built around transparency, trust and understanding.
5. Extensive Services
We offer a wide range of services to address all aspects of your organization, personal or family needs.
6. Client-Centric Appproach
Our clients are at the heart of everything we do. We prioritize your needs, satisfaction and success, constantly seeking ways to improve our services and exceed your expectations.
7. Extension of Staff
We view ourselves as a member of your team, bringing ideas and analytical horsepower that would be too costly and burdensome to replicate in-house.
8. Participant Wellness
Wellness by Fiducient offers a personalized approach for individuals to tailor their financial goals and create actionable plans to help achieve long-term success.
9. Innovative Solutions
We leverage sophisticated technology and creative thinking designed to develop solutions that are not only effective but also forward-looking.
10. Proactive Problem Solving
We anticipate challenges and proactively address them before they become issues.
11. Your Investment Office
We deliver the core services you expect from your investment advisor; it is the additional value-add services provided in our “Investment Office” framework that result in a true strategic partnership.
12. Adaptability
We help clients navigate market volatility by building diversified portfolios designed to provide resilience and foster long-term growth.
13. Proprietary Tools
Our pragmatic understanding of capital markets has led to innovative proprietary tools such as Frontier Engineer® asset allocation model and Liability Engineer® asset-liability optimization model.
14. Diligent Recordkeeper Research
Our thorough analysis of trends and services across various providers enables clients to benchmark their plans against market standards, to help ensure quality service at competitive costs.
15. Proactive Benchmarking and Negotiation
We advocate on our client’s behalf to help ensure systematic fee management and oversight is documented on a regular basis - a key tenant to building a competitive plan for participants.
16. Dedicated Research Teams
We have an experienced, deep and talented research team with more than 30 individuals involved with public markets research and alternative investments.
17. Robust Investment Manager Analysis
Our Research Team conducts more than 2,500 due diligence touches (i.e. calls, on-site meetings, meetings at our offices, video chats, etc.) with managers each year.
18. Alternate Investment Access
We can help clients obtain access to private equity, hedge funds and other limited access investments.
19. OCIO Flexibility
No two OICO client relationships are exactly alike, and we allow for a fully customizable OCIO approach to satisfy and share all our clients' fiduciary responsibilities as it relates to the investment program.
20. Knowledge and Support
We offer proactive support on various topics designed to enhance awareness including comprehensive economic and market commentary, electronic newsletters and blogs addressing timely and challenging concerns faced by our clients.
21. Investor Conference
Our Investor Conference provides an opportunity for attendees to hear financial experts discuss capital markets and investor behavior, while engaging with peers and professionals.
22. Webcasts and Videos
We distribute videos and host curated webcasts to help keep investors informed.
23. Fiduciary Governance Calendar
We assist clients in addressing and documenting critical fiduciary tasks in a straightforward manner to help manage their fiduciary responsibilities.
24. Fiduciary Trail®
Documented evidence of oversight and decisions made regarding an investment program designed to protect fiduciaries by providing a clear record of actions taken, helping ensure transparency and accountability.
25. Collaborative Approach
We value the diverse opinions and perspectives of our clients and colleagues, and believe the collective sum of our individual differences, life experiences, distinct capabilities and talents create an empowering atmosphere with the goal to produce better outcomes.
26. Tenured, Credentialed Advice
Our tenured and credentialed Associates collectively average more than 16 years of industry experience and an average of 10 years with the firm.*
27. Giving Back
Giving back is an essential facet of our culture and we collaborate with our clients and local communities to provide support where needed most, through volunteering, donations and skill-based contributions.
28. Professional Growth
In addition to exceeding client expectations, we want our Associates to be professionally stimulated, appropriately compensated and have plenty of opportunity for growth.
29. Commitment to Our Mission
• Service: We seek to exceed expectations and be known as the firm that has a positive impact on our clients, colleagues and communities we serve.
• Collaboration: We listen with an open mind and an intent to understand. We create an environment of empowerment, connection and learning by inviting diverse perspectives to the forefront.
• Expertise: We offer practical, innovative solutions to the challenges our clients and colleagues face.
30. We Have Fun!
We recognize hard work and make sure Fiducient Advisors is not all business. We recognize the importance of getting to know our Associates on a personal level as well.
For three decades, Fiducient Advisors has been consistently delivering tailored investment advice and strategies to retirement Plan Sponsors, endowments and foundations, individuals and families and financial institutions. We remain dedicated to each client’s success and work tirelessly to help achieve your goals.
Together, we celebrate 30 years of financial excellence!
Messages from our Leadership
Bob DiMeo
Chairman and Co-Founder
Mike Benoit
Managing Partner and Co-Founder
Mike Goss
President, Managing Partner
*As of March 31, 2025.
This report is intended for the exclusive use of clients or prospective clients (the “recipient”) of Fiducient Advisors and the information contained herein is confidential and the dissemination or distribution to any other person without the prior approval of Fiducient Advisors is strictly prohibited. Information has been obtained from sources believed to be reliable, though not independently verified. Any forecasts are hypothetical and represent future expectations and not actual return volatilities and correlations will differ from forecasts. This report does not represent a specific investment recommendation. The opinions and analysis expressed herein are based on Fiducient Advisor research and professional experience and are expressed as of the date of this report. Please consult with your advisor, attorney and accountant, as appropriate, regarding specific advice. Past performance does not indicate future performance and there is risk of loss.