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.
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.
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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.
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.
You can reach the main office by calling the phone number 215-567-1100 or by fax 215-567-1810. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.