Building close client relationships is an integral part of how First Fiduciary manages portfolios, not something we do in addition to investing.
- We provide detailed reporting to clients on a quarterly basis, addressing investment decisions, performance and analysis.
- Our investment team is committed to direct dialogue with our clients. First Fiduciary portfolio managers— rather than separate client service staff—are responsible for client relationships. Clients know they can contact us at any time and talk with a decision-maker on the First Fiduciary investment team.
Each client’s assets are held by an independent third-party custodian to create a dual check-and-balance accounting structure. The third-party custodian provides monthly statements and confirmations with each transaction.
Performance + Peace of Mind