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Wealth Advisor
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- FCT is a nationally chartered trust company offering wealth advisory services including investment, retirement, and trust services, primarily to credit unions.
- Our sole objective is to help clients achieve their personal, financial and estate planning goals.
- Founded over 23 years ago to serve the needs of credit unions and their members, FCT manages individual and institutional clients and boasts incredible credit union partnerships in central and eastern Iowa. Today, the firm proudly manages over $1.3 billion in assets.
- Looking ahead, FCT is actively pursuing growth opportunities in Iowa and the Midwest.
- It's projected that trillions of assets and wealth will transfer between generations in the coming years.
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