FiPar hopes that your visit to our website will help you
gain valuable insight into strategic initiatives and industry-specific skills that can be employed by our team of seasoned trust and investment professionals to ensure that your organization optimizes its potential to effectively compete in today’s dynamic financial services marketplace. 


Raymond R. Fletcher

Raymond R. (Bob) Fletcher, CTFA, CISP, CFMP
CEO

Not only can we spell "fiduciary" -- we understand what it means (sm)

Business Standard

FiPar earns fees for rendering "advice" and providing information from which its clients "make" decisions and "take" actions to promote superior business performance. It is with an understanding of its duty and obligation to maintain undivided loyalty to its clients that FiPar provides objective, decision-critical advice; and, it is within this framework of conduct that it pledges to adhere to the highest standards of professional ethics in rendering its services and representing its clients.

Raymond R. Fletcher

Raymond R. (Bob) Fletcher, CTFA, CISP, CFMP
CEO

FiPar Financial, Inc.

FiPar Financial, Inc., a San Antonio-based business with a national service scope, serves as an institutional trust consulting firm focused on assisting banks, trust companies and other financial services organizations optimize trust capabilities by integrating visionary ideas, strategic initiatives and specialized skills to achieve superior business performance and gain competitive advantage.

In other words, we put 'em together, take 'em apart, turn 'em around, shut 'em down and sell 'em off!
 

                Not only can we spell "fiduciary" /  we understand what it means   sm

Snapshot of FiPar's Team...
                 ..
.Helping Clients Expand Perspectives to Realize Capabilities (sm)

Bob Fletcher 
Institutional Trust Consultant
San Antonio, Texas

FiPar's Founder, CEO and consultant with responsibilities ranging from start-ups to closings and from turnarounds to expansions with special emphasis on crisis management, including fraud detection and resolution. 

Industry-leader in creative trust business solutions including the original "Private Label Trust" in 2001 and most recently "Trust Representative Program", an alternative trust business solution.

 

Steve Borst
Wealth Management Technology Consultant
Dataw Island, South Carolina

Nationally-recognized and industry-leading trust accounting technology specialist. Conducts trust accounting vendor searches, systems evaluations, vendor recommendations and contract negotiations.  

 

Dave Coffaro


Institutional Trust Consultant 


Orange County, California

Dave Coffaro serves a strategic advisor, executive coach, author and speaker. Dave works with senior executives developing business models that bring their vision to life, implementing change, and getting results.

Dave is principal of the Strategic Advisory Consulting Group, a management consultancy, and co-founder of Atticus, a fintech firm providing individuals and professional advisors with easy to use, do-it-yourself tools for fiduciary-based activities. His new book is "Leading from Zero: Seven Essential Elements of Earning Relevance" (February 2021).
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Mick Trusty
Expert Witness Consultant
Sulphur Springs, Texas

Mick, a prominent trust attorney, adjunct professor of business graduate studies, former executive trust officer at several preeminent bank trust departments and trust companies and former federal trust examiner, serves as an expert witness to assist bank trust departments and trust companies in adhering to principles of sound fiduciary risk management and serving as expert witness in defending claims of breaches of fiduciary duty.

James Henderson
Trust Investment Management Consultant
Houston, Texas

Responsible for providing institutional trust clients guidance in effective supervision of asset management activities, including Reg-9 reviews, and core asset management operations functions and internal controls.   

 

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