Fiduciary Advisors, LLC
Fiduciary Advisors, LLC
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    • The Who, What and Why
    • The Details
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    • Wealth Management
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  • More
    • Home
    • About Us
      • The Who, What and Why
      • The Details
      • Financial Wellness
      • Wealth Management
      • Financial Planning
    • Knowledge Center
    • Upcoming Events
    • Contact Us
    • Client Portal
    • Blog
  • Home
  • About Us
    • The Who, What and Why
    • The Details
    • Financial Wellness
    • Wealth Management
    • Financial Planning
  • Knowledge Center
  • Upcoming Events
  • Contact Us
  • Client Portal
  • Blog

Wealth Management & Investment Advisory Support

We partner with you to help you achieve your financial and investing goals.

We utilize Kestra Investment Management’s investment strategies, which provide you with access to portfolios developed by an experienced team with deep industry expertise. Through the exclusive and custom solutions, we help you get to where you want to go.


Alongside Kestra Investment Management, our team carefully monitors your assets and makes adjustments to manage portfolio risks and capitalize on opportunities in the market.


Kestra Investment Management follows a disciplined process that is grounded in fundamental and quantitative research. The team designs and builds portfolios to meet various objectives and risk tolerances, and subject assumptions to constant testing and reevaluation, helping ensure we are meeting a clients’ unique needs.

We personalize a plan that fits your unique needs, including your:

  • Financial profile/status
  • Investment goals
  • Risk tolerance
  • Tax considerations
  • Investment constraints

LEARN MORE ABOUT OUR FINANCIAL PLANNING SERVICES

A look into our investment process...

Asset Allocation

Each of the portfolios has a target risk level defined in terms of the equity/fixed income mix. Based on macro views, the portfolio risk may be tilted to mitigate downside risk or capture upside potential. Within asset classes, the team also examines style factors, such as value and quality, as another source for potential return enhancement.

Macro View

The investment team closely monitors the everchanging economic, business, and geopolitical landscape, enabling Kestra Investment Management to formulate timely macro views. These views are essential components of the firm’s investment outlook.

Due Diligence

Kestra Investment Management starts due diligence by identifying representative indices for each selected asset class. From there, the team uses qualitative and quantitative factors to identify suitable investment options. The model portfolios include multiple fund managers, and selected funds are unaffiliated with Kestra Investment Management.

Portfolio Construction

Once asset allocation, macro considerations, due diligence, and other assessments are complete, the team creates hypothetical portfolios and subjects them to scenario testing. These tests help eliminate biases such as overlapping holdings or undue complexities, and helps ensure the portfolios are adhering to target allocations, risk tolerance, and investment objectives.

Rebalancing

In a volatile world, a consistent, thoughtful approach to rebalancing helps clients stay the course within their risk tolerances. The team uses calendar-based rebalancing, and will rebalance as needed to keep a client’s asset allocation within designated thresholds. Special market conditions may call for dynamic rebalancing, as approved by the investment team.

Performance Measurement & Attribution

Performance analysis and attribution are essential to ongoing portfolio oversight, and offer insight into potential future returns and non-systematic risks. This analysis feeds into Kestra Investment Management’s market outlook, asset allocations, and evaluation and selection of managers and investments.

Ongoing Advisory Support and Evaluation

On an ongoing basis, we:


  • Analyze your financial circumstances to recommend the optimal mix of investment solutions to meet your unique needs and goals.
  • Meet with you periodically to review investment suitability and performance.
  • Educate and guide you through changes to your investment strategy as your life and financial circumstances evolve.

Kestra Investment Management LLC (“Kestra IM”) is an SEC registered investment adviser. Kestra IM provides market commentary, research, model management, and other investment advice to its affiliated broker-dealers and registered investment advisers. Nothing in this material should be construed as offering or providing investment, tax, or legal advice. Investing involves risk of loss and past performance is no guarantee of future results. A diversified portfolio does not assure a gain or prevent a loss in a declining market. There is no guarantee that any investment strategy will be successful or will achieve their stated investment objective.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with Fiduciary Advisors, LLC, Retirement Plan Advisory Group (“RPAG”), or any other entity referenced within our website or social media platforms. Kestra IS, Kestra AS, Fiduciary Advisors, LLC and any affiliated companies, employees or representatives do not provide tax or legal advice. CA insurance License: 0E92296. Finra's BrokerCheck. Form CRS and Reg BI Disclosures. This website is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of Kestra IS and Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For any awards, honors, or accolades noted within this website, advisors did not pay a fee to be considered. Inclusion in these rankings is not indicative of the advisors' future performance. For additional information, please contact the compliance department of Kestra IS and Kestra AS at (844) 553-7872. If you have further questions or comments, please contact Fiduciary Advisors, LLC at (949) 851-6498 or email us at support@fiduciaryadvisors.biz. © 2023 Fiduciary Advisors, LLC. All rights reserved. Privacy Policy and Legal Disclosures.


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