Committed to Non-Profit Fiduciary Excellence

Strategic collaboration for sustainable growth and financial security.

Building Stronger Non-Profits Together

With over 50 years of combined experience, our alliance is dedicated to serving vulnerable populations, including minors, aging adults, and persons with disabilities. At Secured Alliance Inc., our mission is to serve our founding organizations, The Good Shepherd Fund and Secured Futures, while working in partnership with fiduciaries nationwide to optimize shared resources and enhance capacities for the collective, ensuring sustainable growth for all.

Secured Alliance Inc., was established in 2018 as a 501(C)(3) non-profit through a joint venture by our founding organizations, The Good Shepherd Fund and Secured Futures. Together, our family of organizations which we call ‘the alliance’, has become a leader in the fiduciary care industry. Through this alliance, we have become a professional, skilled family of companies that combine the strength and safeguards of a larger organization with the personalized, white-glove attention typical of smaller entities.

In essence, Secured Alliance, Inc. was created to extend beyond supporting our founding organizations—we aim to elevate the entire fiduciary care industry. By effectively implementing strategies such as resource sharing and minimizing operational redundancies, we are demonstrating that these approaches can drive sustainable growth and maturation in our space.

Strategic Consulting

We will provide expert consulting on trust and estate planning, regulatory compliance, nonprofit administration, sustainable operations, strategic planning, and business continuity to help fiduciaries optimize asset protection, tax efficiency, and operational sustainability.

Operational Efficiency & Optimization

We’ll help you enhance operational efficiency by optimizing workflows, integrating advanced technology, modeling nonprofit efficiency, and streamlining back-office operations and human resources management.

Risk Management & Compliance

We will work with you to conduct comprehensive risk assessments and compliance audits, implement fraud prevention strategies, ensure data protection and cybersecurity, and maintain adherence to nonprofit regulations and best practices.

Our Guiding Principles

Our core values—leadership, integrity, collaboration, and excellence—drive us to elevate the entire fiduciary industry, becoming the go-to resource for all fiduciaries while ensuring robust protection and personalized solutions for those we serve.

Over 50 Years of industry-leading service.

Secured Alliance combines national reach with a personal touch, offering a broad perspective while maintaining high standards of personal attention for our clients. With a proven track record, our established presence and reputation in the industry reflect our professional competence and commitment to fiduciary care.

Our size and experience enable us to implement robust safeguards against common risks such as data breaches and fraud. Additionally, we pride ourselves on delivering white-glove service, providing tailored, high-quality support to meet the unique needs of each organization we serve.

Partner with us to leverage our expertise and join us in driving excellence and sustainability across the non-profit fiduciary care industry.

Contact Us

We invite you to reach out and leverage our expertise to drive excellence and sustainability across the industry.

For more information on how Secured Alliance can support your organization, or to discuss collaboration opportunities, please submit contact form.

Trusted by Industry Leaders

“As a founding member of Secured Futures, I am proud of the key client programs we launched that created customized experiences with streamlined processes and systems. We started this journey to provide essential services for every family in need, and seeing our efforts now support over a thousand beneficiaries is incredibly rewarding. Witnessing the impact of our hard work today fills me with pride and excitement for the future.”

Linda Beiler, Former President & CEO of Secured Futures

“Secured Alliance stands as the gold standard in our industry, demonstrating an unwavering commitment to excellence and fiduciary care. Our clients and partners can always trust that their needs are met with the highest level of professionalism and personalized care. I am incredibly enthusiastic about the future of Secured Alliance. The progress we’ve made over the past six years is a testament to our dedication and the strength of our joint venture. I am proud to continue contributing to this remarkable journey as a special advisor on the Board.”

Tom P. Avramis, Special Advisor, Board of Directors and CEO Emeritus