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Fiducient Advisors
Fiducient Advisors, led by CEO Sabrina Bailey, is a fiduciary investment consulting firm with over $250B in AUA offering OCIO and multi-manager strategies.
Fiducient Advisors
Fiducient Advisors was founded in May 1995 and has grown through a series of acquisitions, most notably merging with Fiduciary Investment Advisors in 2020 (per the firm, 2020). The firm provides investment consulting and outsourced CIO services to retirement plans, nonprofits, and private clients. Its wealth-origin is undisclosed; the firm operates as an independent partnership. Strategy centers on multi-manager portfolios across buyout, multi-strategy funds, real estate, and private credit. Fiducient uses proprietary software—Portfolio Engineer, Frontier Engineer, and Liability Engineer—for asset allocation, rebalancing, and liability-driven investing. Geographically, it serves US clients nationwide from offices in Chicago, Washington DC, Boston, and California. Confirmed asset class exposures include buyout, multi-strategy, and hedge funds (per the firm's disclosed strategy). By mid-2021, assets under advisement exceeded $250 billion (per the firm, 2021). In 2025, Fiducient Advisors united with Wealthspire Advisors, Wealthspire Retirement Advisory, Newport Private Wealth, and Ground Control Business Management to form Wealthspire, a combined organization serving institutional and private clients across the US and Canada (per the firm, 2025). The firm employs 13 partners as of 2018 and has adopted the CFA Institute DEI Code. A structural differentiator is Fiducient's fiduciary-first model: it stands as an independent consultant, not an asset manager, so avoids proprietary product conflicts. The firm offers a discretionary OCIO wrapper—the Fiduciary Trail program—that assumes full investment responsibility for plan sponsors, a rare hybrid of consulting and delegation.
General information
Firm type
Generic
Year founded
1996
AUM
Over $250 billion (per the firm, 2021)
Location
Region
North America
Country
United States
City
Chicago
Corporate office
Chicago, IL, United States
Additional offices
Washington, DC · Boston, MA · California
Principals
Sabrina Bailey
CEO
Mike Goss
President
Sector focus
Frequently asked questions
Who runs investment decisions at Fiducient Advisors?
Sabrina Bailey serves as Chief Executive Officer, appointed in 2023 (per the firm, 2023). Mike Goss became President in 2024 (per the firm, 2024). The firm is structured as a partnership with 13 partners as of 2018.
Is Fiducient Advisors structured as a single family office or does it operate more like an institutional consultant?
Fiducient Advisors is an independent investment consulting firm, not a family office. It provides fiduciary investment advice to institutional clients (retirement plans, endowments, foundations) as well as high-net-worth individuals and families through The Wealth Office.
Does Fiducient Advisors participate in fund commitments or only direct deals?
Fiducient Advisors operates as a manager-of-managers, selecting and monitoring external investment managers across asset classes including buyout, multi-strategy, real estate, and private credit. The firm constructs portfolios of third-party funds and co-investments rather than making direct commitments.
How is Fiducient Advisors related to Wealthspire?
In 2025, Fiducient Advisors united with Wealthspire Advisors, Wealthspire Retirement Advisory, Newport Private Wealth, and Ground Control Business Management to form a single organization called Wealthspire, delivering investment advisory, wealth management, and business management services across the US and Canada (per the firm, 2025).
What is Fiducient Advisors' known posture on OCIO services?
The firm launched discretionary OCIO services in 2005 and offers them alongside traditional non-discretionary consulting. Its Fiduciary Trail program provides full investment delegation, including asset allocation, manager selection, rebalancing, and liability monitoring, designed to reduce fiduciary burden for plan sponsors.
Where does Fiducient Advisors' underlying wealth come from?
Fiducient Advisors does not manage wealth for a single founding family; it is an independent partnership that serves external clients. Wealth origin for the firm itself is not publicly disclosed.
What investment stages does Fiducient Advisors typically target?
The firm constructs multi-manager portfolios spanning buyout, multi-strategy, real estate, private credit, and hedge funds. Stage focus is not explicitly disclosed but its fund-of-funds approach suggests exposure across vintages and stages through diversified manager allocations.
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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