In independent, no-conflict-of-interest, expert – level family asset protection and security worldwide. Exclusively for Professional Athletes, Creative Artists, Entertainers, Executives, Entrepreneurs and High Net Worth investors. McFideo™ with FIDUCIARYSurveillance™ protects any asset in trust accounts. Trust also known as fiduciary accouns include the familiar: family trusts, yes IRAs, IRA Rollover accounts (IRA’s are section 408 trusts under the Internal Revenue Code and in case you need further corroboration, all IRA accounts have trustees’ which custody and report on assets in the IRA accounts to the IRS), ERISA qualified Pensions, 401k; trust beneficiaries’ and remaindermen’s distributions under bequests or for health maintenance education and support; inheritances; and charities’, non-profits’, foundations’ and endowments’ (health, social services, museums, faith – based, rehabilitative, disabled, educational, cultural, child, animal welfare, environmental, etc.) often named as trust beneficiary.
Rampant, multi-year, indeed shocking violations of basic customer account protections led to us being retained on several recent high profile professional athlete claims against a major global bank and related broker dealer specializied sports wealth management unit give us significant cause for concern for customers especially time and expertise – pressed professional athlletes, musicians, actors and other creative artists in addition to the next invevitable investment fraud and or Ponzi scheme hits, there’s nothing like avoiding an adviser with conflicts of interest, scams, unsuitable, speculative or inappropriate investments.
Financial adviser, stockbroker or hedge fund manager compensation must be known, understood and appropriate in terms of the customer’s account or trust account’s purposes and terms.
As we age, become busy or distracted investors can get overwhelmed, uneasy or intimidated asking their adviser questions. Charities‘ board members or investment committees change, staying on top of important financial and investment details and changes in the US, international stock, bond, futures and currency markets at the same time can be daunting task for any one person let alone a group or non-profit organization.
Unfortunately, sometimes trusted advisers are not adequately prepared for your account review, and may proffer evasive, incomplete or half-truth answers knowing that customers may not know or appreciate and or be able to corroborate the difference.
This is your serious money, take the correct, prudent steps to protect your estate, heirs, alma mater and other favorite causes and charities. In effect do all you can to protect your legacy against conflicts of interest, unproven, speculative investments, financial scams, Ponzi schemes or the next Bernie Madoff, financial predators or poor advice with McFideo™
For any and all account concerns including potential breach of fiduciary duty, self-dealing, conflicts of interest, malfeasance or violations of FINRA or SEC securities industry rules and regulations please contact us at:
contact@fiduciaryexpert.com or (310) 943 – 6509
Courtesy consultations worldwide, all inquiries, referrals and engagements held strictly confidential
McFideo™ and FIDUCIARYSurveillance™ are pending registered trademarks and patent submissions of Chris McConnell & Associates
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