Shelburne Fiduciary Partners

(802) 777-9768 |

5247 Shelburne Rd, Suite #101
Shelburne, VT 05482

Shelburne Fiduciary Partners, LLC provides investment management services to individuals, for-profit and non-profit businesses, government entities, pension plans, endowments and foundations. Services include development of an investment plan, risk assessment, asset allocation, security selection, and ongoing risk monitoring. In addition to broad-based portfolios, Shelburne Fiduciary Partners offers environmentally focused portfolios that limit exposure to fossil fuels and carbon emissions.

Our philosophy begins with understanding that every client is unique, and as fiduciaries, the needs of our clients come first. Just as the investment solution should be tailored to the client's unique liability or risk profile, we believe that a client service approach should also be flexible to the specific needs of our clients. Our team takes a long-term view of our business, the markets and our clients' portfolios. Low fees, decreased complexity, and customized service, driven by a team of experienced investment professionals, is at the core of our philosophy.

Shelburne Fiduciary Partners Financial Advisors are registered as Investment Advisor Representatives with One Day In July LLC, an SEC-Registered Investment Advisory Firm headquartered in Burlington, Vermont. Shelburne Fiduciary Partners began operations as an affiliate of One Day In July in January 2021.

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Risk Management
Identify, monitor, and manage risk.
Index Funds
Broad market exposure, low expense.
Accounts We Manage
We manage a wide variety of accounts.
Our Fees
Consistently low fees.
Environmental Investing
Focused, sustainable investing options.
Environmental Articles
Sustainable, environmental insights by financial advisor Josh Kruk.
Prioritizing and planning for the future.
Mutual Funds vs ETFs
Clarifying the difference.
Frequently Asked Questions
Good questions, real answers.
Portfolio Construction
Construction & strategy
Timing the Market in 2020
2020 - a case study in the futility of market timing.
Active vs Passive Investing
We believe there is a winner in this debate.

Shelburne, VT Financial Advisor

Frank Koster | Josh Kruk | Keith McCarthy

5247 Shelburne Rd, Suite #101

Shelburne, VT 05482

(802) 777-9768

Darien, CT Financial Advisor

Available for meetings in Darien.

Keith McCarthy

(203) 554-9466

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