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Manager Overview
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The Fiduciary Group is a respected investment management firm with deep ties to the Savannah community. For forty years we have built long term relationships with families, business owners, and hard working individuals who understand the value of money, helping them to achieve a higher quality of life through the preservation and growth of their investment assets and the management of their financial affairs. We achieve these objectives by assembling a unique team of professionals who bring both extensive business as well as investment expertise, to construct and manage balanced, diversified, customized portfolios and to address the complex financial situations facing our clients. By combining a range of broad and insightful perspectives grounded in disciplines including financial analysis, international corporate management, tax consulting, and law, we are prepared to deliver best in class service and smart advice to our clients. Most of all, we enjoy our role as one of our clients' closest advisors, serving them as an accessible and responsive fiduciary dedicated to their best interests. |
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Experience & Disclosure
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My CRD Number:
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2694350 |
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Firm CRD Number:
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104731 |
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Work Experience:
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Malcolm Butler is the President and CEO of The Fiduciary Group, whose clients he has served for nearly 30 years. As an investment manager, Malcolm has helped clients navigate through multiple market cycles and implement long-term investment strategies designed to preserve and grow their savings. Being a business owner and entrepreneur himself, he understands the challenges faced by business owners and professionals as they plan for and fund their retirement, as well as the day-to-day financial issues they face. Malcolm has personally managed hundreds of trusts and estates, serving as a trusted advisor to families to help solve generational and legacy issues. |
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Academic Background:
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Malcolm graduated from Duke University and the University of Georgia School of Law. |
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Services
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Types of Investments:
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The asset classes in which we invest include equity securities, fixed income securities, and money market instruments. Equity securities include U.S. domestic exchange listed securities, American Depository Receipts, exchange traded funds, closed end funds, and mutual funds including domestic and international funds. Fixed income securities include U.S. treasury bills, U.S. agency notes and bonds, municipal bonds, corporate bonds, certificates of deposit, exchange traded funds, closed end funds, and mutual funds. When purchasing corporate bonds, we generally restrict our universe to bonds of grade "A" or better. |
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Qualifications
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Certifications, Accreditations and Designations:
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J.D., Series 65 |
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Number of Advisors in Office:
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4 |
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Advisor's Number of Clients:
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230 |
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Assets Managed by Advisor:
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$350 million (as of 9/28/09) |
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Compensation
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New Client Minimum Portfolio Size:
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$500,000 |
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Fee:
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Tierd scale (1.00% of assets up to $1 million and descending for balances over this amount) |
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Money Manager Articles
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Value of Daily Valuation - 10/21/2009
Is Your Net Worth Upside Down? - 10/15/2009
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