Currently raising money for a Preferred Equity Fund utilizing the Retail B/D channel. Scheduling meetings, selling the fund over the phone, running webinars, establishing new relationships with financial advisors. I cover the Eastern part of the country calling advisors and helping them find solutions for their clients current income needs.

Fiducient Advisors opened its doors on May 1, 1995 striving to provide unparalleled and customized investment consulting services. Our clients include retirement plan sponsors, endowments and foundations, individuals and families, and financial institutions. We abide by a fiduciary obligation to put our clients' interests first. The hallmarks of our firm are simple: Help Clients Prosper Backed by years of experience, our goal is to help clients develop a framework for success. This can mean improved performance, reduced expenses, or assistance in satisfying fiduciary and stewardship responsibilities. Place Clients'​ Interests First Our goal is to provide straightforward advice. We do not offer proprietary products, receive commissions or charge money managers or vendors to be included in our database. We believe our ability to communicate with clients sets us apart. First, we listen. Then we offer meaningful recommendations in a proactive, timely manner. Practical Intellectual Capital We strive to improve returns, reduce risk or both. Equipped with proprietary modeling tools, we provide practical solutions for complex issues. Our unique and substantial commitment to clients is backed by an unconditional service guarantee. We would like to be your valuable resource and welcome the opportunity to prove ourselves.

EDI is a top company in association management, providing professional services for national and international medical, certification, and scientific associations. Our 50 years of experience are a key asset to the associations we serve, with client relationships extending beyond 40 years.