We are a fiduciary to our clients
By investing on behalf of our clients, we help millions experience financial well-being
Services
Pension plans
Managing the retirement savings of teachers, doctors, workers, and small business owners.
Insurance companies
Supporting people during life’s most difficult moments.
Educational and nonprofit organizations
Working to educate more students and solve social challenges.
Financial advisors
Helping people at all income levels invest for their futures.
What Does Fundopedia Do?
We help millions of people build long-term financial freedom
Fundopedia specializes in managing money for institutional clients and offers investment solutions aimed at helping investors build long-term wealth. Our services and solutions support our clients and their beneficiaries in saving for retirement, funding higher education, purchasing homes, and launching new businesses.
We start by understanding the client’s investment objectives and then strive to achieve the best risk-adjusted returns within the given mandate, all supported by data and analytics.
We manage our range of customizable model portfolios with a disciplined approach and can rebalance in challenging markets, helping portfolios stay more resilient over time.