• Fiduciary Trust

    175 Federal Street
    Boston, MA 02110
    (617) 482-5270

    About Us

    We understand wealth is more than the accumulation of assets. It’s about achieving the life you wish to live. We take a personal approach to wealth management based on expertise, strong performance, read more
    • About

      We understand wealth is more than the accumulation of assets. It’s about achieving the life you wish to live. We take a personal approach to wealth management based on expertise, strong performance, and a genuine commitment to act in your best interests.

      Four points that distinguish Fiduciary Trust include:

      Integrity:

      A private firm focused on the best interests of our clients
      •130-year history of integrity and financial stability
      •No proprietary investment products
      •No incentives from third-party investment managers for directing investments to their funds
      •Free from misaligned public company pressures

      Personal Service:

      A proactive approach customized to your needs
      •Clients have long-term relationships with senior professionals
      •25+ years’ average officer industry experience
      •Right-sized, well-resourced, nimble firm
      •98% average annual client retention for decades

      Disciplined Investing:

      Proven techniques and focused on client net returns
      •Strong risk-adjusted returns
      •Portfolios customized for specific client needs
      •Tax, estate, and cash needs considered in investment decisions

      Expertise:

      Breadth, depth, and focus to help you realize your goals
      •Financial planning, investment, trust, estate, and tax specialists
      •Comprehensive financial services
      •Access to advantageous New Hampshire trust laws


      We provide our services to individuals, families, non-profits, advisors, and family offices. For individuals and families, we serve a wide range of asset levels. Our investment minimum is $2 million.

    • Highlights

      • Investment management
      • Estate and trust services
      • Serves non profits