Shelburne Fiduciary Partners, LLC provides investment management services to individuals, for-profit and non-profit businesses, government entities, pension plans, endowments and foundations.

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.

Always Fiduciaries

A critical part of being your financial advisor is that we are fiduciaries, which means that we represent only the interests of our clients. No one pays us other than our clients. We are 100% independent in our decision making, and we do not cross-sell other products. We are a fee-only, fiduciary financial advisory firm, and we do not earn commissions from product sales.



Our Services

Our financial 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 (ESG) that limit exposure to fossil fuels and carbon emissions.

Philosophy

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 Approach

Our team takes a long-term view of our business and the needs and investment horizons of our clients. Low fees, decreased complexity, and customized service, driven by a team of experienced investment professionals, is the core philosophy of Shelburne Fiduciary Partners.


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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

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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