FSi.RooseveltGolden Considerations Trust

Golden Considerations has partnered with Funeral Services, Inc. (FSI) and Roosevelt Investments to provide the most competitive and comprehensive trust offering in the nation. With over 100 years of combined experience serving the death care industry, our dedicated team brings professional consultants the tools and expertise necessary to serve their clients in a meaningful way.

Tailored Investment Solutions: Roosevelt Investments’ equity and fixed income portfolios are paired across three allocations to offer a spectrum of options depending on your investment objective and level of risk tolerance.

Comprehensive Record Keeping: Detailed reporting is available through FSI Trust Solutions, including archived historical statements and the ability to download your information.

Enhanced Oversight: The Trustee is audited by seven different independent regulatory bodies each year.

Ongoing Support: A qualified specialist can provide you and your staff with in-person support and quarterly updates. Administrative assistance is always available.

Marketing Expertise: Golden Considerations offers time-tested marketing materials that can help you target and support your clients.