One Fiduciary Group
Strategic Leadership for Fiduciaries
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The OneFiduciary Group Investment Management Process is fundamentally sound, academically oriented and cost efficient.

Fundamentally Sound
         The legal standards of the Uniform Prudent Investor Act are understood and applied to keep current with the laws, regulations and issues that define the standards of modern prudent fiduciary investing.

Academically Oriented
        The OneFiduciary investment process is grounded in the sound theories and processes needed for ERISA specific investing. Our access to leading financial economists and academically oriented product providers allows us to develop investment portfolios that are backed by sound economic theory.

Cost Efficient
         Academic studies (as well as common sense) confirm that investment costs have an enormous impact on investment performance. Among similar investments, the ones with the highest costs generally underperform. OneFiduciary Group understands the negative impact that investment costs can have on investment performance. That’s why we demand transparency and work to identify and control the implicit and explicit costs that impact investment performance.

Core Investment Due Diligence Criteria May Include:

History

•Minimum of Three years of history
Stability
•Portfolio manager should have al least two-year tenure
Composition
•Minimum of 80% of the funds securities should be consistent with the peer groups asset class
Consistency
•The funds category and current style box should be the same
Cost
•The fund expense should be above the bottom quartile (most expensive) of its peer group
Risk
•The funds alpha and Sharpe ratio  should be above the peer group median
Performance
•The funds one, three and five year performance  should be above the peer group’s median

 

 
One Fiduciary Group, LLC 125 Townpark Dr. Suite 300 Kennesaw, GA 30144 (678) 922-2950
One Fiduciary Group, LLC is a Registered Investment Advisor.

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