Our Team

Shelburne Fiduciary Partners
(802) 777-9768 | frank@onedayinjuly.com
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Shelburne Fiduciary Partners, LLC provides investment management services to individuals, for-profit and non-profit businesses, government entities, pension plans, endowments and foundations.

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Josh Kruk

josh@onedayinjuly.com

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Josh Kruk is a Managing Partner and co-founder of Shelburne Fiduciary Partners. Josh has over 25 years of experience in investment management and takes a lead role in the implementation of Shelburne Fiduciary Partner's investment and risk management strategies. read more...



Keith McCarthy

keith@onedayinjuly.com

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Keith McCarthy is a Managing Partner and co-founder of Shelburne Fiduciary Partners. Keith has over 25 years experience in investment management and is responsible for business development, strategy, and managing client relations.
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Frank Koster

frank@onedayinjuly.com

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Frank Koster is a Managing Partner and co-founder of Shelburne Fiduciary Partners. Frank has over 30 years of experience in investment management and is responsible for the firm's investment strategy and managing client relationships.
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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.


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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.
Philosophy
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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