Andrew Salak

Senior Consultant @Fiducient Advisors

Hartford, CT, US
MOBILE NUMBERS
+18•••••••44

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WORK HISTORY

Oct 2014 — Present

Senior Consultant @Fiducient Advisors

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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 ManagementEstate PlanningRetirement PlanningAsset AllocationFinancial PlanningCollege Education Planning

ABOUT ANDREW SALAK

Senior Consultant at Fiducient Advisors. Work with High Net Worth Families, Endowments…

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