FiduciaryVest, LLC
Edward S. Michelson is a Senior Consultant/Research specializing in Institutional Consulting Services for Institutions and Private Clients. With extensive experience as a Founding Partner at Atlanta Consulting Group, Edward is skilled in Investment Policy Statement, Asset Allocation, Manager Search/Selection, and Performance Management. Prior to this, Edward worked at Merrill Lynch in the Private Client Group. Edward holds a Bachelor of Business Administration degree from Arizona State University.
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FiduciaryVest, LLC
FiduciaryVest is an independent, employee-owned investment advisory firm. As such, we provide objective consulting services and advice that is solely in the interests of our clients. We assist our clients in the oversight of 401k and pension plans, non-qualified retirement plans, foundations, endowments and hospital balance sheets. By design, we are free from the influences of any revenue sources other than direct compensation by our clients. We believe that each client has unique investing needs and risk-taking context. We seek to create the overall result that clients will be unattractive defendants to any legal counsel who may consider fiduciary litigation against our clients.