Five Star award winners Mary Anderson & William Henry

PROFESSIONAL PROFILE

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Mary Anderson & William Henry

First Fiduciary Investment Counsel

6100 Oak Tree Blvd., Suite 185

Cleveland, OH 44131

Office: 216-643-9100

info@firstfiduciary.com
www.firstfiduciary.com

About First Fiduciary

Founded in 1975, First Fiduciary Investment Counsel (FFIC) operates on the foundations of trust and reliability. At its core, FFIC’s philosophy is that managing risk is as important as achieving strong investment returns. By focusing its attention on industry-leading, high-quality companies with financial strength and a proven commitment to shareholders, FFIC's portfolios seek to achieve long-term growth with reduced risk.

FFIC is a client-first organization. Its clients benefit from personalized investment strategies tailored to their unique needs, circumstances, and views. Whether through its flagship equity strategy, or through a balanced account approach, the FFIC team makes it their mission to ensure that each client’s financial goals and risk tolerance can be met. Beyond managing assets, FFIC strives to cultivate close relationships with its clients to gain a full understanding of their unique situations.

FFIC believes that teams outperform stars. As such, a team-based approach is integral to its portfolio management strategy, from research and security selection to ongoing investment monitoring. Collaboration between FFIC’s team serves as a natural check and balance system that guides FFIC’s investment decisions and exceptional client services.

FFIC’s conservative, disciplined approach and unwavering commitment to its clients make it an ideal partner for those seeking to enhance wealth over the long term.

Mary F. Anderson, CFA

President & Portfolio Manager

Phone: 216-643-9100

Mary Anderson has served as president of First Fiduciary since 2006, overseeing the implementation of a disciplined investment process and managing the organization’s financial affairs. Under her leadership, First Fiduciary has seen significant growth while maintaining the firm’s commitment to managing risk. Mary carries her fiduciary responsibility with honor, as her knowledge of, and commitment to First Fiduciary’s clients has cemented her as a valuable advisor to institutions and families across generations. Outside of her work, Mary enjoys birding, hiking, indoor cycling, and classical music.

William S. Henry

Chief Operating Officer & Portfolio Manager

Phone: 216-643-9100

Bill Henry has over 30 years of experience as a value investor in all types of assets. As First Fiduciary’s Chief Operating Officer and a portfolio manager, Bill applies his conservative, time-tested investing approach while providing leadership for all corporate operations including client service, personnel, and marketing. Not only is Bill an award-winning wealth manager, but he is an acclaimed photographer, whose work has appeared in numerous publications and exhibitions, including the Cleveland Museum of Art.

See Accomplishments

This award was issued on 8/1/24 by Five Star Professional (FSP) for the time period 10/10/23 through 5/31/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1665 Cleveland-area wealth managers were considered for the award; 56 (3% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 1,721, 52, 3%, 7/1/23, 10/10/22 - 5/5/23; 2022: 1685, 51, 3%, 7/1/22, 10/25/21 - 4/22/22; 2021: 1692, 48, 3%, 7/1/21, 7/6/20 - 5/14/21; 2020: 1548, 62, 4%, 3/1/20, 5/13/19 - 1/24/20; 2019: 1558, 71, 5%, 2/1/19, 5/16/18 - 12/7/18; 2018: 1437, 53, 4%, 2/1/18, 5/22/17 - 12/12/17; 2017: 872, 117, 13%, 1/1/17, 4/26/16 - 12/27/16; 2016: 828, 123, 15%, 1/1/16, 7/27/15 - 12/31/15; 2015: 1595, 130, 8%, 2/1/15, 7/27/14 - 12/31/14; 2014: 1838, 151, 8%, 2/1/14, 7/27/13 - 12/31/13; 2013: 1485, 169, 11%, 2/1/13, 7/27/12 - 12/31/12.

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Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.