We do not offer investment management services for conforming assets; therefore we do not compete with financial advisors or investment managers. We can prolong the life of your accounts by complementing your work with trust administration and record keeping.
We empower financial advisors by giving their trust clients the option of diversifying their investment portfolios. By funding a trust with us an advisor reduces his risk of losing asset management business to a trustee.
We can show financial advisors how to suggest and use trusts to solve their client's unique financial, tax and estate planning needs. We also offer our Qualified Financial Advisors certain marketing opportunities (see the Marketing Materials page).
Our trust administration team has earned the confidence of our Qualified Financial Advisors, resulting in satisfied trust clients for both our Advisors and us.