FiduciaryVest, LLC logo

FiduciaryVest, LLC jobs and careers

Atlanta, United States

About FiduciaryVest, LLC

FiduciaryVest is an independent, employee-owned investment advisory firm. As such, we provide objective consulting services and advice that is solely in the interests of our clients. We assist our clients in the oversight of 401k and pension plans, non-qualified retirement plans, foundations, endowments and hospital balance sheets. By design, we are free from the influences of any revenue sources other than direct compensation by our clients. We believe that each client has unique investing needs and risk-taking context. We seek to create the overall result that clients will be unattractive defendants to any legal counsel who may consider fiduciary litigation against our clients.

Founded
2005
Employees
1 to 10
Headquarters
Atlanta

Leadership

The top of FiduciaryVest, LLC's org chart, with how many people report into each leader.

JSPhoto of Jason Small

Jason Small

Managing Principal/ Senior Consultant/research

4 reports

GD

Garalyn Davis

Senior Client Service Manager

HSPhoto of Harold Small

Harold Small

Research

JDPhoto of Joe Dinunno

Joe Dinunno

Senior Research Analyst

EMPhoto of Edward S. Michelson

Edward S. Michelson

Senior Consultant/research