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A fiduciary trust is a fiduciary relationship in which a trustee holds the title to assets for the beneficiary. The trust's creator is called the grantor. Putnam Fiduciary Trust Company offers personal and commercial banking services. The bank was founded in 1982 and is based in Boston, Massachusetts. Putnam Fiduciary Trust Company operates as a subsidiary of Marsh & McLennan Companies, Inc.Fiduciary Trust Company is an employee owned investment manager. The firm also provides trust services, financial planning, estate planning, family office advisory, philanthropic planning, tax planning, retirement planning, and estate settlement. It primarily provides its services to individuals, families, high net worth individuals, endowments, foundations, and trusts. The firm manages separate client-focused equity and fixed income portfolios. It invests in the public equity, fixed income, and real estate markets across the globe. The firm makes its investments in private real estate, private equity, hedge funds, timberland, commodities and managed futures, and exchange-traded funds. It invests in growth and value stocks of small-cap, mid-cap, and large-cap companies to make its equity investments. The firm typically makes its fixed income investments in high credit quality instruments. It makes its real estate investments in REIT’s and private limited partnerships. The firm employs a quantitative analysis to make its investments. It employs a combination of in-house and external research to make its investments. Fiduciary Trust Company was founded in 1885 and is based in Boston, Massachusetts.
Felderman Design Build is a Fort Wayne, IN-based company in the Financial Services sector.
Berkshire Hathaway Specialty Insurance provides commercial property, casualty, healthcare professional liability, executive and professional lines insurance and programs for customers across the U.S. It underwrites on the paper of Berkshire Hathaway's National Indemnity group of companies, which hold financial strength ratings of A++ from AM Best and AA+ from Standard & Poor's. Based in Boston, Berkshire Hathaway Specialty Insurance has regional underwriting offices in Atlanta, Chicago, Los Angeles and New York. Â
AdvisorAssist is a management consulting firm focused exclusively on serving investment advisory firms. Through consultative services and outsourcing, AdvisorAssist provides expertise, resources and actionable solutions that enable investment advisors to achieve their full potential. We are not your typical consulting firm. We deliver practical, actionable advice and solutions that are specific to your unique situation and business model by bringing together the three critical components of your advisory practice: People, Process and Technology.
Esplanade Capital is a White Plains, NY-based company in the Financial Services sector.