"The solutions and service that have been provided by this group of professionals has been stellar, both in terms of investment performance and responsiveness."
  • — Leonard Zielinski,
  • Funeral Director

Three experts. A common goal.

Experienced financial professionals with an abiding interest in providing funeral directors with
transparent investment management and personalized service brings you Futura Funeral Trust. The result of this unique collaboration is a pre-need funeral trust program that provides the very
best combination of service and financial strength.

 

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Fiduciary Partners Trust Company, an independent, privately owned trust company, is your contact for all new deposits and claims, and provides you with accurate, timely account reporting. Formed in 2001 and administering more than $1 Billion in assets for clients in more than 20 states, Fiduciary Partners provides trust services to individuals, families, businesses and charities, and custody services to independent investment managers throughout the Midwest. Benchmark Investment Advisors, the financial advisor for Futura Funeral Trust, is your primary contact regarding investment management. The trust has been managed by Terry Sheehan, who is a representative of Benchmark and is dually registered with FINRA and the SEC. Benchmark specializes in integrating all of the financial intricacies that comprehensive investment management requires. Their approach seeks to provide first-class service, which includes direct access to the senior advisor making the investment decisions. AssetMark Trust Company serves as custodian for assets of Futura Funeral Trust.  AssetMark Trust provides secure custodial services and timely, accurate and clear reporting on client accounts. AssetMark Trust is a division of AssetMark, Inc., a lending provider of investment management solutions and practice management guidance to independent advisors.