Fiduciary Investment Advisors

AGENCY:        
FIDUCIARY INVESTMENT ADVISORS
100 Northfield Drive

 
INTERNSHIP CONTACT:  Maureen Cooper, COO, 860-697-7424, email: mcooper@fiallc.com
 
AGENCY FUNCTION:  Fiduciary Investment Advisors, LLC (“FIA”) is 100% employee-owned.  We are an institutional consulting firm and derive all (100%) revenue from the provision of consulting services.  We have no affiliations with any money managers, custodians, broker/dealers or any other entity so as to explicitly avoid even the appearance of a conflict of interest.  We advise over $20 billion of fiduciary assets for over 150 clients.  Our clients include non-profits, corporations, and municipalities.  We advise on captive insurance plans, endowments, retirement plans, foundations and public funds.

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INTERN ACTIVITIES:  Fiduciary Investment Advisors, LLC (FIA) interns perform a variety of client services, research and administrative duties to ensure that clients of FIA receive top-quality service.    The firm’s core set of consulting services includes asset allocation analysis, investment policy statement development, investment management searches, and on-going performance monitoring.  The firm is also asked to periodically assist clients with portfolio diagnostic reviews, custodian bank searches, commission recapture analyses and the like.  In assisting with these tasks, the intern is expected to make full use of the resources and formats made available by the firm. Interns are expected to professionally represent Fiduciary Investment Advisors in all contact with clients and their investment managers and to accurately communicate and enforce all established policies and procedures designed to provide consistent, quality service to clients.  
Duties may include analytical work product on managers or investment funds.  Interns may periodically be asked to conduct research on other topics of interest such as new asset classes & strategies and developments in the capital markets.
 
HOURS PER WEEK:  10
 
INTERNSHIP AVAILABLE:  FALL: Yes;   SPRING: Yes;   SUMMER: No
 
STIPEND:  No