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MALCOLM BUTLER

President & CEO

Malcolm Butler is the President and CEO of The Fiduciary Group, specializing in trust and estate administration and investment management.

Having worked at the firm since 1980, Malcolm has provided wealth management expertise to multi-generational clients across the Southeast. He is a member of the Savannah Bar Association, has previously served on the Schwab Institutional Advisory Board, and been featured as a Wall Street Journal Experts contributor.

Malcolm graduated with an undergraduate degree from Duke University and received his Juris Doctorate degree from the University of Georgia School of Law.

A Savannah native and longtime community leader, Malcolm has previously served on the Board of Trustees for Telfair Museums and on the Board of Directors of the Rotary Club of Savannah, the Coastal Georgia YMCA, and the Isle of Hope Historical Association. Over the years, he has also served as the president of The Society of the Cincinnati in the State of Georgia, president of the Society of Colonial Wars in the State of Georgia, chairman of the Savannah Cotillion Club, and secretary of the Board of Trustees for The Savannah Country Day School.

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The Fiduciary Group, LLC (“TFG”) is registered with the United States Securities and Exchange Commission as an investment adviser. Brokerage and investment advisory services and fees differ and it is important for you to understand the differences between them. Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisers, and investing. Page 1 of 2 ITEM 2: What investment services and advice can you provide me? CONVERSATION STARTERS: Ask Your Financial Professional… “Given my financial situation, should I choose an investment advisory service? Why or why not?” “How will you choose investments to recommend to me?” “What is your relevant experience, including your licenses, education, and other qualifications? What do these qualifications mean?” We offer investment advisory services to retail investors.

TFG primarily provides wealth management services to high-net-worth individuals and families, and investment management services for trusts, estates, pension, 401(k) and profit-sharing plans, nonprofit organizations, and other legal entities. Where requested, the principals of TFG accept appointments in their individual capacity as trustee, executor, and/or power of attorney

We offer a wide range of wealth management services to our clients who own separately managed accounts. We work with each client to establish an appropriate investment policy statement (IPS) based on the client’s objectives, unique circumstances, time horizon, and risk tolerance. We generally invest client assets in domestic and international stocks, bonds, mutual funds, and exchange traded funds (“ETFs”).

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