SCJ Fiduciary Services INCEO’s Newest Supporter


Many thanks to SCJ Fiduciary Services in becoming INCEO’s newest supporter and sponsor. SCJ Fiduciary Services supports a team of 3 Independent Trustees with over 40 years of combined fiduciary experience. Steve James, Kjersti Cory, and Drew Schaefer serve as individual Trustees representing over 200 ESOPs. The diverse team of SCJ includes individuals with real-world, practical ESOP knowledge having served active role in employee-owned businesses or in various professional capacities. As a team, we are 100% committed to living our company values: Caring for Everyone, Sharing Abundantly, Expressing Gratitude and Building Longstanding Relationships.

The uniqueness of the SCJ team allows for a level of flexibility, availability, and swiftness for our Independent Trustees, not always found with Non-Institutional Trustees. As a team, we are committed to continuous improvement of our internal processes to ensure we bring an increased level of client service and compliance. We believe our SCJ team has a competitive advantage due to the expertise of our team, but also the capacity and bandwidth we have, which allows us to serve a broader base of clients simultaneously.

For additional information on SCJ Fiduciary Services, please visit scjesop.com or reach out to info@scjesop.com for any inquiries.