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Fiduciary Investment Trusts
Fiduciary Investment Trusts was established in 2018 and is headquartered in Overland Park, Kansas. The firm functions as a registered investment adviser,...
Fiduciary Investment Trusts
Fiduciary Investment Trusts was established in 2018 and is headquartered in Overland Park, Kansas. The firm functions as a registered investment adviser, serving a client base that includes banks, pension plans, trusts, and foundations. Its founding occurred during a period of consolidation among Midwestern financial advisory practices, positioning the firm as a fiduciary resource for institutional asset owners seeking planning-led relationships. The firm structures its services across portfolio management, retirement planning, and broader financial advisory. It does not appear to operate proprietary fund products or direct co-investment vehicles, instead grounding its model in planning-driven asset allocation and manager selection on behalf of institutional and trust clients. Its geographic focus centers on the Kansas City metropolitan area and adjacent Midwestern markets. The registered investment adviser model implies a team scaled for high-touch client relationships rather than mass-affluent distribution platforms. While the firm does not publicly disclose assets under advisement, its stated ability to advise pension plans and bank portfolios suggests meaningful institutional relationships. There is no public disclosure of adjacent vehicles, philanthropic structures, or club memberships. Fiduciary Investment Trusts differs structurally from product-manufacturing asset managers — as a pure fiduciary, it does not face the conflicts inherent in distributing proprietary funds, which aligns it more closely with a multi-asset OCIO model, albeit at a smaller scale.
General information
Firm type
Bank / Wealth / Trust
Year founded
2018
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Overland Park
Corporate office
Overland Park, KS, United States
Frequently asked questions
What entity types does Fiduciary Investment Trusts advise?
Per the firm's official communications, Fiduciary Investment Trusts advises banks, pension plans, trusts, and foundations. Client composition skews institutional rather than purely retail, which distinguishes its advisory posture from mass-market wealth management practices.
Is Fiduciary Investment Trusts a product manufacturer or a pure fiduciary?
The firm operates as a registered investment adviser. There is no public evidence it distributes proprietary funds — its model centers on fiduciary advisory, portfolio management, and retirement planning. This structure minimizes product-manufacturing conflicts that allocators typically scrutinize.
Does Fiduciary Investment Trusts handle direct investment mandates or co-investments?
No public record indicates direct investment mandates, co-investment vehicles, or deal-by-deal SPVs. The firm's stated services — investment advisory, financial planning, portfolio management, and retirement planning — suggest a planning-led model rather than a direct-investing platform.
What is Fiduciary Investment Trusts' known geographic footprint?
The firm is headquartered in Overland Park, Kansas, and its client base and service model appear concentrated in the Kansas City metropolitan area and surrounding Midwestern markets. There is no public disclosure of additional offices or national distribution.
Does Fiduciary Investment Trusts disclose its assets under management or advisement?
No. The firm does not publicly publish an AUM or AUA figure, and no regulatory filing with a disclosed number is presently available. Allocators performing due diligence would need to request this directly.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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