Fiduciary Investment Advisors (“FIA”), based in Windsor, CT, is an independent, employee-owned, investment consulting firm serving the investment needs of fiduciary clients, including corporate, public, and non-profit retirement plans and non-profit endowments/foundations. They provide customized investment advisory services to assist clients in achieving their investment objectives while fulfilling their fiduciary obligations. FIA is not affiliated with any custodian, broker/dealer, or money management firm. The firm currently advises on over $37 billion of fiduciary assets for over 250 institutional clients.
GMO, founded in 1977, is a privately held global investment management firm servicing clients in the corporate, public, endowment, and foundation marketplaces. As of March 21, 2016, GMO managed $101 billion in client assets using a blend of traditional judgments with innovative quantitative methods to find undervalued securities and markets. CFGNB will invest in GMO’s Global Balanced Asset Allocation.
The Investment Fund for Foundations (TIFF) is a cooperative-style investment organization founded by a nationwide network of foundations. CFGNB will invest in TIFF’s Multi-Asset Fund (MAF). The MAF seeks to achieve a total return (price appreciation plus dividends) that, over a majority of market cycles, exceeds inflation, as measured by the Consumer Price Index (CPI) plus 5% per annum.
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