Distinguished Clientele

Since we founded the FEC eight years ago, we have helped many different types of organizations around the country, including:

Community bank trust departments
Regional bank trust departments
Independent trust companies
Credit unions
Registered Investment Advisors
Audit groups
Mutual fund firms
Portfolio Managers

Broker dealers
Law firms
Accounting and tax planning firms
Trust Systems Providers
State Bank Examiners
Family Offices
Foundations

Many of these clients enlist our help annually to ensure their workforce is up to speed on current issues and practices. We’ve trained senior managers as well as sales, administrative, and support staff.

Our Clients

Fiduciary Education Center