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Fiduciary Trust Company (FTC) is a private wealth management firm focused on individuals, third-party advisors, family offices, and nonprofits. For advisors, our offering is distinguished by personal service and flexibility that is often not available at mega-firms, and includes custody and tax services, and access to New Hampshire directed trusts through Fiduciary Trust of New England and donor-advised funds through Fiduciary Trust Charitable.

An independent, privately-owned firm, FTC has been delivering value to clients for 135 years and has a 98% annual client retention rate. Based in Boston with $16B in assets under supervision (Dec 2019), the firm takes a personal approach based on expertise, strong performance and a genuine commitment to act in its clients’ best interests.

Todd H. Eckler

Chief Marketing Officer, Fiduciary Trust Company

Award Category
Asset Managers: Chief Marketing Officer of the Year
Todd H. Eckler, Chief Marketing Officer, Fiduciary Trust Company (FTC)
Under Todd’s leadership in 2019, FTC made significant progress leveraging distinctive insights and sophisticated digital capabilities to engage prospects and clients while expanding into a new content format (podcasts), and increasing event engagement. With FTC’s leading digital capabilities and content experts, Todd was able to quickly pivot to marketing in the COVID world in late Feb 2020. Within ~2 months, FTC released 21 content pieces from 12 authors with 4,200 clicks (10% CTR) on content in 41,000 emails sent and 160%+ increased page views from social media posts. FTC hosted 3 Zoom events and has 3 webcasts scheduled.

Michael N. Costa

President & CEO, Fiduciary Trust of New England

Award Category
Delivering Value Through NH Trusts

Over the past 18 months, FTNE has increased its efforts to promote the benefits of New Hampshire trusts nationwide, and further developed relationships with third-party advisors, trust and estate attorneys, and high-net-worth clients. Our activities included:

Impact of Custody Industry Consolidation
How can RIAs help prevent custody experience degradation?
Growing Relationships Through Trust Services
RIAs: Serve key a HNW client need while growing managed assets.
Choosing Best Charitable Giving Approach
Donor-advised fund? Private foundation? Charitable trust? Other vehicle?

About the Initiative

Guided Income Solutions℠ (GIS) is a turnkey, bucketed investment solution designed to deliver steady and tailored cash flows to clients planning for retirement. The bucketed investing framework provides an intuitive approach to converting clients’ nest eggs into an automatic income replacement based on their personal financial goals; the buckets automatically rebalance to systematically reduce risk and accommodate investors’ needs. GIS provides an alternative to annuities; delivering an investment approach that is flexible, liquid, and cost-effective.

GIS aims to transform and enhance current retirement income solutions, to: