First Fiduciary helps our clients meet their equity investment objectives by:
- Strictly adhering to our large-cap value investment philosophy.
- Emphasizing capital preservation over the entire market cycle.
- Investing in financially healthy, superior dividend-paying companies with strong competitive positions.
- Employing a highly disciplined team approach to portfolio management and fundamental research.
- Providing superior client service.
First Fiduciary offers conservative, high quality fixed income management for clients interested in:
- Balanced portfolios incorporating fixed income securities to complement First Fiduciary’s equity management,
- Dedicated fixed income account management, or
- Short-term cash management.
The goals of our fixed income management are to provide diversification, maximize total return, generate a stable flow of current income and reduce portfolio volatility.
Performance + Peace of Mind