Fiduciary Foresight’s founder, Jan Sackley, has decades of experience in investment securities and trusts, advising trustees and investment managers on fiduciary compliance and risk controls. Our firm is available to help your staff assess risks, structure business practices that are compliant with regulations, and generally vet fiduciary issues. For small bank trust departments and investment professionals, having another professional available to discuss fiduciary issues can be invaluable to your decision-making. No matter where in the U.S. your firm is located, we can consult with you by telephone or email convenient to your schedule.
Our nationwide fiduciary consulting services include:
- Risk Identification for Fiduciary Activities
- Remediation Recommendations for Regulatory Exam Findings
- Fiduciary Compliance Recommendations
- Sounding Board for any Fiduciary Matter, such as Conflicts of Interest
Call Jan at 269-323-8119 to discuss your unique situation. Hourly consultations available.