Andrew Salak
Senior Consultant at Fiducient Advisors
- Role
- Senior Consultant at Fiducient Advisors
- Location
- Hartford, CT, US
- LinkedIn followers
- 500 followers
About Andrew Salak
Senior Consultant at Fiducient Advisors. Work with High Net Worth Families, Endowments…
Experience
Senior Consultant
Oct 2014 — Present · Windsor, CT, US
Andrew provides investment consulting services to nonprofit organizations, municipalities, corporate executives, family trusts and other high net worth private investors. He supports clients by providing advice and expertise on asset allocation, portfolio design, investment policy statements, manager search process and overall investment management. He also guides clients through a comprehensive wealth planning process to ensure coordination of investment objectives with their financial planning, estate planning, tax and lending strategies.
Skills
- Investment Management
- Estate Planning
- Retirement Planning
- Asset Allocation
- Financial Planning
- College Education Planning
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