BNET Industries
Last Fiscal Year Sales:$750.0M
- Private
- US
Dow Jones Description
Fiduciary Management, Inc. ( FMI ) was founded in 1980 and is an independent money management firm based in Milwaukee, Wisconsin. We are registered with the SEC and the State of Wisconsin. The Firm manages over $4 billion in assets for both institutional and individual investors. We offer both equity and fixed income investment strategies which are firmly rooted in fundamental research and follow a disciplined value-oriented philosophy and process.
Chief Executive Officer
Ted D KellnerNumber of Employees 34
Contact Information
100 E Wisconsin Ave Ste 2200
Milwaukee, Wisconsin 53202
1 414 226 4545
Peer Companies
NAICS Code Investment Advice: 523930
Recent Events
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U.S. Bancorp buys Fiduciary Management unit
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U.S. Bancorp USB Fund Services Acquires Mutual Fund Administration and Accounting Service Division of Fiduciary...
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U.S. Bancorp Fund Services Makes Strategic Acquisition
News & Analysis
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fiduciary management inc. - All News and Analysis
Supplement: Fiduciary management - Introduction.
- 2009-06-25
Byline: Charlie Kirby - Deputy editor Fiduciary management is a concept that appears to have creeped up on trustees all of a sudden. Eighteen months ago, few had heard of it and now you can't open a copy of a pensions magazine...
Supplement: Fiduciary management - A rose by any other name.
- 2009-06-25
Byline: Gill Wadsworth The financial services industry has been falling all over itself to aid trustees in their battle to keep up with pension fund governance. As regulation intensifies and complexities deepen, those responsible for overseeing occupational plans have been turning...
Supplement: Fiduciary management - Enter the second wave.
- 2009-06-25
The recent financial crisis has once again highlighted the vulnerability of funded pension systems to adverse financial market developments and showed that trustees need to be flexible in order to cope with such shocks. The crisis is acting as a catalyst, with trustees posing...
Trust & Fiduciary Management Services and Ativo Announce Significant Research and Sub-Advisory Agreements
- 2009-03-26
BOSTON -- Trust & Fiduciary Management Services, a wholly owned subsidiary of Copell Financial, announced that they have signed an agreement with Ativo Research whereby Trust & Fiduciary will...
Pensions workout: Advanced - Fiduciary Management - Advanced Level.
- 2008-12-08
Are you interested in using a fiduciary manager? Or have you already taken the step and used fiduciary management to relieve the burden on you and your fellow trustees? Fiduciary management is evolving. It is no longer a question of all or...
Pensions workout: Intermediate - Fiduciary management - Intermediate.
- 2008-12-01
Fiduciary management is one option for trustees facing the relentless task of running and managing their scheme, but who is using it? From an initial search, the potential providers seem to include Goldman Sachs Asset Management GSAM and BlackRock, both of...
Pensions workout: Beginners - Fiduciary Management - Beginners' Level.
- 2008-11-24
The credit crunch, with its crippling effect on investments, public scrutiny, and an ever-stricter governance regime, can leave pension trustees wondering not only whether they have the expertise to do the best for their schemes, but also if they can keep up with the changing pension...
Fiduciary management.
- 2008-05-26
The advent of fiduciary management was hailed earlier this month by a report called Defining moments, produced by Watson Wyatt. The document also called for the end to ever rising fund management fees and advocated 'beta creep', the emergence of passive fund...
Fiduciary Management: Blueprint for Pension Fund Excellence
- 2008-01-29
DUBLIN, Ireland -- Research and Markets (http://www.researchandmarkets.com/reports/c81100) has announced the addition of "Fiduciary Management: Blueprint for Pension Fund Excellence" to their offering. Fiduciary Management offers an in-depth explanation of every facet of this fast-growing approach to organizing the management of an institutional investment portfolio. Expert author Anton van Nunen...
Fiduciary Management: Blueprint for Pension Fund Excellence.
- 2008-01-29
M2 PRESSWIRE-29 January 2008-Research and Markets: Fiduciary Management: Blueprint for Pension Fund ExcellenceC1994-2008 M2 COMMUNICATIONS LTD RDATE:29012008 Dublin: Research and Markets (http://www.researchandmarkets.com/reports/c81100) has announced the addition of "Fiduciary Management: Blueprint for Pension Fund Excellence" to their offering...
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Decision Makers
| Name (plus bio) | Position |
|---|---|
| Ted D Kellner | Chief Executive Officer |
| Patrick J English | President & Director of Research |
| John S Brandser | Senior Vice President & Chief Operating Officer |
| Jessica P Taske | Vice President, Portfolio Administration, Trading |
| Michael S Stanley | Vice President Marketing |
| Suzanne M Rydz | Vice President Marketing, Client Service |
| Donald S Wilson | Manager |
| Andy P Ramer | Research Analyst |
| Collin M Hirsch | Trader |
| Karl T Poehls | Research Analyst |
| Matthew J Goetzinger | Research Analyst |
| Robert M Helf | Research Analyst |
| Gordon Gunnlaugsson | Director |
Mr. Kellner has served as Chairman and Chief Executive Officer of Fiduciary Management, Inc., an investment management firm, since 1980. He is also a director of American Family Mutual Insurance Company and Kelben Foundation, Inc. He has been a director of M&I since 2000.
| Organization | Position | Status |
|---|---|---|
| Fiduciary Management, Inc. | Chief Executive Officer | Current |
| Fiduciary Management, Inc. | Chairman | Current |
| Metavante Corporation | Board of Directors | Current |
| Organization | Position | Status |
|---|---|---|
| Fiduciary Management, Inc. | President & Director of Research | Current |
| Organization | Position | Status |
|---|---|---|
| Fiduciary Management, Inc. | Senior Vice President & Chief Operating Officer | Current |
| Organization | Position | Status |
|---|---|---|
| Fiduciary Management, Inc. | Vice President, Portfolio Administration, Trading | Current |
| Fiduciary Management, Inc. | Client Services Representative | Former |
| Organization | Position | Status |
|---|---|---|
| Fiduciary Management, Inc. | Vice President Marketing | Current |
| Organization | Position | Status |
|---|---|---|
| Fiduciary Management, Inc. | Vice President Marketing, Client Service | Current |
| Fiduciary Management, Inc. | Trader | Former |
| Organization | Position | Status |
|---|---|---|
| Fiduciary Management, Inc. | Manager | Current |
| Fiduciary Management, Inc. | Vice Chairman | Current |
| Organization | Position | Status |
|---|---|---|
| Fiduciary Management, Inc. | Research Analyst | Current |
| Organization | Position | Status |
|---|---|---|
| Fiduciary Management, Inc. | Trader | Current |
| Organization | Position | Status |
|---|---|---|
| Fiduciary Management, Inc. | Research Analyst | Current |
| Organization | Position | Status |
|---|---|---|
| Fiduciary Management, Inc. | Research Analyst | Current |
| Organization | Position | Status |
|---|---|---|
| Fiduciary Management, Inc. | Research Analyst | Current |
| Organization | Position | Status |
|---|---|---|
| Marshall & Ilsley Corporation | Chief Financial Officer | Former |
| Mortgagebot LLC | Chairman of The Board of Directors | Current |
| West Bend Mutual Insurance Company Inc. | Director | Current |
| Renaissance Learning, Inc. | Director | Current |
| Thrivent Financial Bank | Director | Current |
| Fiduciary Management, Inc. | Director | Current |
| Grede Foundries, Inc. | Director | Current |
| Marshall & Ilsley Corporation | Executive Vice President | Former |
| Marshall & Ilsley Corporation | Director | Former |
| University of Wisconsin | master's of business administration degree | Former |
| University of Wisconsin | bachelor's degree in business | Former |
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Glass Door
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| Wells Fargo |  |
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