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.