Fuduciary Investment Solutions Inc (Philadelphia)

Fuduciary Investment Solutions Inc is an investment adviser to a business development company based in Philadelphia. It manages $10.75 billion of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2001.

Fuduciary Investment Solutions provides portfolio management for businesses and institutional clients and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fuduciary Investment Solutions: assets under management

The assets under management (AUM) of Fuduciary Investment Solutions Inc is $10.75 billion. The firm's AUM has grown by 385% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fuduciary Investment Solutions Inc for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Fuduciary Investment Solutions Inc

Edward Mccallan Swan has been acting as President since 1 Jan 2002. Donna Johnson Blair joined the executive team most recently as the Executive Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Tina B Poitevien	President & ceo	1 Feb 1996	75% - 100%	2708300
Donna Johnson Blair	Executive vice president	1 Jan 2001	Other	1759005
Edward Mccallan Swan	President	1 Jan 2002	Other	856632

Based in Philadelphia

The principal office where Fuduciary Investment Solutions Inc performs its advisory services is located at 1608 Walnut Street, Philadelphia, PA 19103, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.