Often a financial advisor has been a major factor in building wealth. For some, the investment strategies and the discipline to adhere to them have been a major factor in finding financial independence.
For over a decade we have worked closely with hundreds of financial advisors in continuing the good work of the past into the future. In many cases we have appointed qualified financial advisors who are recommended by trustors as investment agents for trusts. We meet with each proposed investment agent to determine qualifications and to discuss investment plans according to the terms of the trust documents.
If you wish to discuss our policies regarding use of your financial advisor as an investment agent for your existing or prospective trust, please Contact Us.