The Fiduciary Group

EST. AUM
$1,969,280,556

CONTACTS
6

CLIENT ACCOUNTS
1,726

Firm Details

Metro area Savannah
CRD Number 221530
Website tfginvest.com
Client types

Overview

The Fiduciary Group, with just over a billion in assets, is based in Savannah, Georgia. They are a Focus Financial firm. They source their own investments through mutual funds, primarily. They have a few ultra-high-net-worth clients where they have needs for separate accounts. About $200 to $300 million of their assets is in 401k. On the traditional investment side, what they want is unique employee-owned firms with concentrated strategies. Things that are not easily found at larger firms. They like to be early investors at times in strategies. They do not use alternatives. It has mostly been just fixed income and unique ideas on the equity side. Scott Mcghie is the primary head of research.

Platform Details

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Investment Preferences

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Alternative Activity

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

The Fiduciary Group

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