Services are provided to revocable, irrevocable, perpetual care, charitable, and testamentary trusts. We can free you from many of the time-consuming activities associated with the handling of your securities.
As a part of our services, we provide the following:
- Periodic statements detailing asset holdings and transaction summaries
- Income collection
- Purchases and sales of assets
- Distributions
- Investment reviews
- Payment of bills and monthly expenses
- Coordinating tax returns with accountants
- Budgeting and management of assets
Not FDIC Insured | No Bank Guarantee | Not a deposit | Not insured by any Government Agency | May lose value
