Success Stories

At FIA, our mission is “to provide customized consulting services to assist our clients in achieving their investment objectives, while fulfilling their fiduciary obligations.” Over the years, FIA has helped solved problems, saved money, improved investment results, and created The Fiduciary Trail® for a broad array of organizations, including law firms, physicians’ practices, hospitals, colleges & universities, preparatory schools, municipalities and captive insurance companies, among others.

“Success Stories” is our way of sharing the actual real-life challenges and issues our clients face, the customized solutions we develop and the resultant outcomes they benefit from… including the comfort in knowing they have fulfilled their obligations as fiduciaries.