April 17, 2014 1:01 AM ET

Software

Company Overview of U.S. Fiduciary, Inc.

Company Overview

U.S. Fiduciary, Inc. operates as a boutique financial services firm. Its products include managed accounts, mutual fund and ETF model portfolios, and advisor managed portfolios; and Client Acquisition Tool, which allows advisors to profile clients to determine their goals, preferences, and risk tolerance. The company also provides asset allocation modeling and research; brokerage services; and portfolio administration performance reporting services. In addition, it offers professional development curriculum that covers a range of topics, such as portfolio construction, asset allocation, manager research and selection, the use of alternative investments, behavioral finance, compliance, and fi...

11 Greenway Plaza

Suite 2900

Houston, TX 77046

United States

Founded in 2003

Phone:

713-341-4700

Fax:

713-341-4799

Key Executives for U.S. Fiduciary, Inc.

Chairman and Chief Executive Officer
Vice President and Controller
Senior Vice President and Divisional Officer
Senior Vice President and Divisional Officer
Compensation as of Fiscal Year 2013.

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