Chicago-based firm hires financial advisory veteran George Wislar
By: Lauren Otis
US Fiduciary, a Chicago-based investment firm which serves high net worth and institutional clients, has recruited 20-year financial advisory veteran George Wislar to head up its newly opened office in downtown Princeton.
Mr. Wislar has spent a total of 21 years with Paine Webber, the last six under the ownership of UBS, which acquired by Paine Webber in 2000. Of the opportunity presented by US Fiduciary to his clients and himself after his 21-year tenure, Mr. Wislar said, "To pry me away from my firm it had to be something special."
Mr. Wislar cited two main reasons for the move. He said that US Fiduciary, as an independent firm, does not need to use firm-based research and other products, but can pick the best investment research and financial offerings across the board to offer to wealthy clients. "We can use the best research from anywhere," he said. Secondly, US Fiduciary maintains a relationship with CRA Rogers Casey, the third largest pension and endowment company in the nation, whose track record is sterling and a great boon to clients, he said.
"I had to do this because I have been able to upgrade my offerings to my clients," Mr. Wisler said of the move to US Fiduciary.
"Princeton is a great addition to our list of offices in the Northeast region," said Quan Domaleczny, US Fiduciary’s director of marketing in Chicago. US Fiduciary already has offices in New York City and Philadelphia, Ms. Domaleczny said. "Princeton happens to be in the region where US Fiduciary is targeting financial advisory services," she said.
"US Fiduciary likes to find very high caliber financial advisors," Ms. Domaleczny said, noting that the choice to form an office in Princeton was related to being able to hire Mr. Wislar to head it.
Mr. Wislar, who is senior managing director of the US Fiduciary Princeton office, will work with two associate directors Eileen Haggerty and Aimee Gonzolez.
"We’re looking to manage 100 core relationships," with total assets under management of around $400 million, Mr. Wislar said. Currently, the office has about 50 core relationships, he said. Clients with $1 million and up under management will can receive US Fiduciary’s "full suite" of investment and family business services, while those with assets below that figure are able to avail themselves of just its investment services, according to Mr. Wislar.
He said his clients have been very happy with his investment returns to date. In 2005, Mr. Wislar said he averaged a 12.10 percent return for clients versus a market average of 1.25 percent, and in 2004 he returned 14.96 percent for clients versus a market return of 6.91 percent.
Of the future opportunity provided to his clients and himself by US Fiduciary, Mr. Wislar said: "For 21 years I’ve walked around in the foothills. This is my chance to climb to the top of the mountain and stick my flag in."
US Fiduciary’s Princeton offices are located at 344 Nassau St. The telephone number is (609) 921-8004.

