Fiduciary Wealth Partners
Advisory Approach

FWP does not believe in implementing allocation models. Investment plans should be about achieving a client’s goals, and not based on the models of others.

We create individual investment policy statements and apply our process to craft a strategy that matches individual objectives.

Investment Advisory Services

  • Educational Based Investment Advisory
  • Analysis of Current Financial and Investment Plan
  • Goals, Needs and Objectives Review
  • Asset Allocation and Liquidity Analysis
  • Formulation of Investment Policy Statement
  • Portfolio Construction and Management
  • Consolidated Investment Reporting
1
Evaluate goals and objectives
2
Discuss customization needs
3
Design investment policy and asset allocation
4
Select and monitor investments
5
Implement investment plan
6
Monitor, optimize and transparently report against goals