Fiduciary Management, Inc.

Fiduciary Management, Inc.

Fiduciary Management, Inc.

Overview
Date Founded

1979

Headquarters

100 EAST WISCONSIN AVENUE, MILWAUKEE, WI, 53202

Type of Company

Private

Employees (Worldwide)

24

Industries

Investment Services & Portfolio Management

Company Description

Fiduciary Management, Inc. (“FMI”), founded in 1980, is an employee owned independent money management firm based in Milwaukee, Wisconsin. FMI’s equity investing strategies apply a value discipline, with a focused approach firmly rooted in fundamental research. As of 12/31/2012, FMI manages over $15.5 billion in assets for domestic and international institutions, individual investors, and Registered Investment Advisors through separately managed accounts and the FMI Family of Funds.

Contact Data
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Executives & Employees

Director of Research

Senior Vice President-Marketing/Client Service

Vice President-Marketing/Client Service

Vice President-Administration

Vice President-Client Service

Senior Trader

Research Analyst

Research Analyst

Research Analyst

Research Analyst

Board of Directors

Chairman, Chief Executive Officer, Chief Investment Officer at Fiduciary Management, Inc.

Principal at Lakeview Equity Partners LLC

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Recent Transactions
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U.S. Bancorp, US Bancorp Fund Services LLC purchase Fiduciary Management, Inc. /Mutual Fund Administration Div from Fiduciary Management, Inc.

Clients

The Leona M. and Harry B. Helmsley Charitable Trust was established in 1999 after many decades of philanthropic giving by Leona M. and Harry B. Helmsley. Mr. and Mrs. Helmsley supported many organizations throughout their lifetimes. A primary pillar of their giving was the New York-Presbyterian Hospital/Weill Cornell Medical Center. Mr. and Mrs. Helmsley’s gifts there totaled over $71 million, enabling its medical and research teams to substantially augment activities in several areas of medicine, including cardiovascular disease, rehabilitation medicine, and digestive diseases. The last grant from the Trust before Mrs. Helmsley’s death, made in the summer of 2006, was a gift of $25 million to establish a comprehensive center for digestive diseases at New York-Presbyterian Hospital/Weill Cornell Medical Center. The Leona M. and Harry B. Helmsley Center for Colon and Rectal Surgery offers diagnostic services along with medical and surgical treatment for patients suffering from gastrointestinal diseases, and facilitates collaborations among specialists in digestive diseases with the aim of developing effective new treatments. During Mrs. Helmsley's lifetime, the Trust also made sizeable gifts to other organizations related to health, science, and human services. Major grant recipients include the Helen Keller National Center, the American Red Cross in Greater New York, the New York Police & Fire Widows' & Children's Benefit Fund, and Greenwich Hospital. In April 2009, the Trustees of the Trust announced the first round of grants since the death of Mrs. Helmsley. These grants mark a new chapter in the Trust's existence and are a continuation of the tremendous philanthropic legacy that Mr. and Mrs. Helmsley left behind.

The Barker Welfare Foundation is a private foundation established in Illinois in 1934 by Catherine Barker Hickox.

THE MISSION OF THE RAPIDES FOUNDATION (TRF) IS TO IMPROVE THE HEALTH STATUS OF CENTRAL LOUISIANA.

Non-Profit Donations & Grants
Political Donations
$5,000 +
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