|
|
|
| |
| Additional information |
| |
| Fiduciary Trust Company International |
| |
| |
Profile:
Strategic Wealth Planning
Your first step as a Fiduciary Trust client is a comprehensive strategic wealth plan that addresses your multifaceted wealth planning needs. We integrate the expertise of our specialized professionals into a cohesive and comprehensive plan that’s specific to you. At Fiduciary Trust, you will benefit from the talent, expertise and dedication that our people deliver to provide the most thorough strategy for your situation—today, and as your needs evolve over time.
A Custom Approach
We draw upon our more than 75 years of experience to deliver a complete wealth management approach for each client. Because substantial wealth creates complex challenges—particularly across generations—we deliver custom solutions to each client.
We invest significant effort upfront to thoroughly understand you and your family's financial objectives and priorities. This allows us to craft the right solution for you—combining investment management with strategic wealth planning, trust and estate services, tax, custody and private banking. As your plan is being executed, we continually monitor its performance as well as your evolving needs, and make adjustments as situations change.
Specialized Expertise
We were founded in 1931 to help clients weather the financial effects of the Great Depression. Since then, we’ve learned that truly successful wealth management requires specialized knowledge across multiple financial areas. That’s why every client relationship is supported by experts in specific areas of expertise:
Strategic wealth planning
Investment management
Trust and estate planning
Tax services
Private banking
Custody services
All of these services are included as part of your Fiduciary Trust relationship.
Strong Client Relationships
Dedicated relationships are the cornerstone of our commitment to you. We regularly communicate with you to ensure we keep abreast of your current and evolving needs. For this reason, your portfolio manager, who’s in charge of the day-to-day activity of your portfolios, is also your primary and dedicated contact at Fiduciary Trust. Our portfolio managers work with only a select number of clients to assure you receive the most personalized attention.
nvestment Management
Once your strategic wealth management plan is in place, we begin constructing your portfolio based on the objectives defined in your plan.
Protecting and Growing Your Wealth
Our approach combines our people, resources and methodology to blend the art and science of investment management. We deliver our recommendations with clarity and conviction, and believe our disciplined construction and active management can deliver an optimized portfolio.
Investment Decisions Backed by In-Depth Analysis
Our independent, in-house research analysts provide the insights and information your portfolio manager relies on to make confident investment decisions. Our teams are organized around global sectors to provide in-depth worldwide securities analytics. Our equity, fixed income and asset allocation specialists keep a continuous pulse on the markets—domestically and around the world—to find the best opportunities for our clients.
Our team of more than 30 experienced analysts visits companies, meets with management and reviews market and securities information to provide the most comprehensive analysis of over 2,300 companies to our portfolio managers. Additional specialized expertise provided by the local asset managers at our parent company, Franklin Templeton Investments, is also available to your portfolio manager to further inform their investment decisions.
Dedicated Portfolio Management
With more than 20 years of experience in the industry on average, our portfolio managers provide the perspective needed to manage your financial plan. They are responsible for day-to-day investment oversight and act as the financial steward of your wealth management strategy. With your strategic wealth plan always top of mind, they keep in close touch with you and your goals to best support your objectives across market conditions.
Risk Management
Our primary tools for managing risk in client portfolios are diversification and active asset allocation. These tools can help to smooth the effects of marketplace volatility. They can also provide a foundation for using more sophisticated investment strategies that may substantially improve returns while helping to better manage risk.
Banking Services
Each of our clients has access to the convenience of our private banking services. From checking accounts with worldwide ATM access to custom lending solutions, our services are designed to meet your banking needs.
Convenient Global Access
Fiduciary Trust clients with investment management accounts receive no-fee checking accounts. Our services also include wire transfers, certified checks, traveler’s checks and cash advances. If you are traveling or residing outside of the U.S., you can obtain cash advances, drafts and wire transfers in the country of your choice.
FDIC-Insured Cash Deposits*
Cash on deposit is insured by the Federal Deposit Insurance Corporation. Recently, the FDIC enacted temporary increases in coverage limits. Deposits held at Fiduciary Trust by an owner in his or her individual capacity are insured up to $250,000. Under FDIC regulations, additional insurance coverage is also available for deposits maintained by an owner in different categories of ownership capacity—for example, joint ownership, IRA or trust.
Worldwide ATM Access
Fiduciary Trust’s banking card is accepted for point of sale and Internet purchases anywhere Visa is accepted—more than 16 million locations worldwide. Checking account clients also have ATM access to their funds 24 hours a day, seven days a week in the United States as well as to local currencies in 87 other countries.
Secured Loans
We specialize in providing loans secured by marketable securities, featuring loan structures that can accommodate differing clients’ needs.
Mortgage Services
Our affiliate, Franklin Templeton Bank & Trust, offers a wide variety of mortgage and home equity loan products at attractive rates and minimal costs. Fiduciary Trust clients benefit from custom mortgage solutions to meet your borrowing needs.
*Extent of FDIC Insurance. Securities, mutual funds and other non-deposit investments in your account are subject to investment risk, including possible loss of principal amounts invested, are not deposits or other obligations of, or guaranteed by, Fiduciary Trust, and are not insured by the Federal Deposit Insurance Corporation (“FDIC”) or any other government agency. Cash balances on deposit at Fiduciary Trust in interest-bearing accounts are insured by the Federal Deposit Insurance Corporation ("FDIC") to the maximum extent allowed under the FDIC's general deposit insurance rules. Through December 31, 2012, deposits placed in noninterestbearing transaction accounts, including demand deposit and checking accounts, are fully insured without monetary limit. |
|
 |
|
Overview:
We believe that our conservative, transparent and client-centric approach is well-suited to any market cycle, but is particularly appropriate in the current environment. Perhaps that’s one reason we have a 98% client retention rate and why more clients chose to join Fiduciary Trust last year than in any year in our history.
With world-class capabilities in investment management, trust and estate services, custody and private banking, we have the expertise to meet the requirements of the most sophisticated clients and their advisors, and can help assure that their families’ needs will be met long into the future.
Our Unique Approach
We believe that direct access to a dedicated portfolio manager is the key to serving clients well. Therefore, a Fiduciary Trust portfolio manager is the primary contact for each client, and every client’s portfolio is individually managed in a customized separate account. Our portfolio managers work with only a select number of clients to assure you receive the most personalized attention.
To ensure a high level of personalized service to each client, our minimum investment for new relationships is generally $2 million.
Long-Term Expertise
Fiduciary Trust and our clients have enjoyed a high level of continuity among our 31 individual portfolio managers, whose average tenure with the company exceeds 14 years and financial careers average 26 years. Members of our executive management team average 16 years with the company and 29 years as financial professionals.
Global Presence
Our well-established global presence allows us to offer cross-border estate planning to multinational family clients. We provide a context for their financial affairs and execute strategic plans for maximizing the accumulation and transfer of wealth to their heirs. We regularly work with families from Europe, Asia, the Middle East and Latin America
A Member of the Franklin Templeton Investments Family of Companies
Fiduciary Trust Company International is a subsidiary of Franklin Resources, Inc., a global investment management organization known as Franklin Templeton Investments, which offers investment solutions under the Franklin, Templeton, Mutual Series, Bissett, Fiduciary Trust and Darby Overseas names.
Our clients benefit from the technological and operational advantages and strength of a global organization combined with highly personalized service and customization offered by a boutique firm. |
|
|
|
|
|
|
|
 |
|
 |
|
|
