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