Fiduciary Investment Advisors (“FIA”) was thrilled to present a donation of $7,500 to the YMCA of Greater Hartford on behalf of Schwab Advisor Services. FIA was recently honored by Schwab with the 2018 Best-in-Retirement Business IMPACT AwardTM. As part of the award, Schwab donated to each winner’s charity of choice.
“We are pleased to give back to The Hartford YMCA, a terrific client of FIA that serves so many in our community. We value our partnership with the YMCA and are especially proud to be able to share our success locally,” said Mark Wetzel, President.
Harold Sparrow, President and CEO of the YMCA of Greater Hartford, said, “Working with FIA is a great partnership. They have been prudent in helping the Y to be good stewards of our resources.”
The Best-in-Retirement Business IMPACT Award™ honors an independent record keeper or advisor that focuses on retirement plans, understands the unique needs of plan sponsors and/or participants, and has developed an innovative approach to serving them. Winning firms were selected by a panel of independent judges. As part of the award, Schwab donates $15,000 to each winner’s charity of choice. FIA selected $7,500 to go to the YMCA of Greater Hartford and $7,500 to go to Boys & Girls Clubs of Boston.
Fiduciary Investment Advisors is an independent, employee-owned investment consulting firm that works with fiduciary clients, including retirement plan sponsors, non-profit organizations, and private clients. Assets under advisement total more than $76 billion. Our mission is to provide customized consulting services to assist our clients in achieving their investment objectives, while fulfilling their fiduciary obligations. We have offices in Wellesley, MA; Windsor, CT and Kennebunk, Maine. To learn more, visit www.fiallc.com.
About YMCA of Greater Hartford: About the YMCA of Greater Hartford: The YMCA of Greater Hartford is a non- profit 501(c)(3) charitable organization established in 1852 and is one of the nation’s oldest YMCAs. The YMCA of Greater Hartford builds strong communities by helping individuals reach their fullest potential through transformative programs that promote Youth Development, Healthy Living and Social Responsibility. In 2017, the YMCA of Greater Hartford served more than 118,000 people in 52 towns and cities throughout the Capital Region. YMCA programs put the values of caring, honesty, respect and responsibility into practice to build healthy spirit, mind and body for all participants. To learn more visit GHYMCA.org.
About the IMPACT Awards®
The Charles Schwab & Co., Inc.’s IMPACT Awards® program recognizes excellence in the business of independent financial advice. Nominees are evaluated and selected by a panel of prominent leaders from both the business world and the financial services industry.
Fiduciary Investment Advisors is not owned or affiliated with Charles Schwab & Co., Inc. (“Schwab”), and its personnel are not employees or agents of Schwab. The IMPACT Award®is not a referral to, endorsement or recommendation of, or testimonial for the advisor with respect to its investment advisory or other services. Schwab Advisor Services® serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned by, affiliated with, or supervised by Schwab. The Boys and Girls Clubs of Boston and Greater Hartford YMCA are not affiliated with or employed by Schwab. This is not and should not be construed as a recommendation, endorsement, or sponsorship by Schwab.
Caption: From left to right: Joe Weist (YMCA VP of Finance & CFO), Mark Wetzel (FIA President), Tony Tranghese (FIA Managing Partner), and Harold Sparrow (YMCA President & CEO). Photo Courtesy of FIA.