Case Study

Key Client Fiduciary Advisors

While on the path to becoming an independent hybrid advisory, Key Client Fiduciary Advisors needed a comprehensive and flexible platform that would help them manage their unique business model.

Key Client Fiduciary Advisors (KCFA) is an independent, full-service investment planning practice located in the Northeast U.S. It acts as a fiduciary by providing clients with solutions best suited for their interests. As fiduciaries, KCFA holds itself to the highest standard of conduct and is committed to the highest level of ethical behavior and transparency. In order to manage these high expectations, KCFA placed a high importance on technology when breaking away and establishing their advisory business.