The Trust Advantage
Trust services are not about sales, they’re about solutions. We have a fiduciary responsibility to our clients, which means we must perform within the guidelines of trust law, agency law, banking law, securities law, and contract law, which together delineate required conduct. Clients who have an investment consultant who is a fiduciary receive investment advice with accountability, which is based on the highest standards.
Our goal is your long-term success, as you define it.
The peace of mind that accompanies having this focus and responsibility working for you is significant; and, the more complex or substantive your assets are, the more critical this dimension becomes for your wishes to be accurately and effectively carried out.
Whatever your goals, our experienced Trust team is uniquely qualified to provide the personalized guidance and financial solutions to meet your specific needs.
What We Do
Professional Investment Management
As your money manager – acting for a Trust, Estate or even a personal account – we are committed to helping you reach your long-term financial goals. We have the knowledge, resources, and experience to make prudent and unbiased decisions in even the most complex situations, in order to determine the best course of action for your account.
Estate Planning
As a member of your estate planning team, we will coordinate efforts with your attorney, accountant and any other professional with a goal of minimizing taxes and implementing a plan to protect your interests.
Custodial Services
As your custodian, we’ll safe-keep your securities, collect dividends and interest, and relieve you of time-consuming recordkeeping chores. If you choose, we can also handle your distributions, and report on your account’s activity and performance.
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