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Robert Lowry
Associate Research Director at Fiducient Advisors
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Work Experience
Sep 2020 - Present · 4 years and 3 months
Associate Research Director
Dec 2022 - Present · 2 years
Senior Research Analyst - Global Public Markets
Sep 2020 - Dec 2022 · 2 years and 3 months
Fiduciary Investment Advisors
Senior Research Analyst
Nov 2016 - Sep 2020 · 3 years and 10 months
Company Details
201-500 Employees
Fiducient Advisors opened its doors on May 1, 1995 striving to provide unparalleled and customized investment consulting services. Our clients include retirement plan sponsors, endowments and foundations, individuals and families, and financial institutions. We abide by a fiduciary obligation to put our clients' interests first. The hallmarks of our firm are simple: Help Clients Prosper Backed by years of experience, our goal is to help clients develop a framework for success. This can mean improved performance, reduced expenses, or assistance in satisfying fiduciary and stewardship responsibilities. Place Clients' Interests First Our goal is to provide straightforward advice. We do not offer proprietary products, receive commissions or charge money managers or vendors to be included in our database. We believe our ability to communicate with clients sets us apart. First, we listen. Then we offer meaningful recommendations in a proactive, timely manner. Practical Intellectual Capital We strive to improve returns, reduce risk or both. Equipped with proprietary modeling tools, we provide practical solutions for complex issues. We would like to be your valuable resource and welcome the opportunity to prove ourselves.
Year Founded
1995
Social Media
LinkedinTwitter
Industry
Financial Services
HQ Location
500 W. Madison Street Suite 1700 Chicago, IL 60661, US
Keywords
Wealth ManagementRetirement Plan ConsultingPension Plan ConsultingOCIODiscretionary ConsultingCash Balance Plan ConsultingEndowment and Foundation ConsultingNonprofit ConsultingOutsourced CIOManager Search
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