Prepare for Your Future with Confidence
Trusts are among the most versatile, adaptable and proven means of managing personal and family assets available. When you work with Trust and Investment Services you will have some of the most experienced professionals in the market help you prepare for the future with confidence.
Through careful planning and research we will give you expert guidance to help you grow your assets and ensure they are transferred to the people and organizations you care about. We will help minimize the impact of taxes on your estate and help protect your assets from unexpected health, personal and business risks.
Preserve Your Wealth
Decisions on how to structure your Trust are among the most important you will make. Our team has the expertise to help you identify the best structure for your family and achieve your wealth management and wealth transfer goals. We will actively manage your assets within the context of the whole estate and conscientiously administer your Trust according to your intentions.
Transition Your Wealth
Passing your wealth onto the next generation is a challenging, yet rewarding process. We will be by your side to navigate these challenges and help you optimize your financial potential and minimize the effect of estate and income taxes. Our goal is to build your wealth and financial security so you can pass it to the people and organizations that are most important to you.
Build Your Wealth
In addition to our Trust services, our team also provides investment management services to help build your wealth. We will work with you to determine your goals, risk tolerance and preferences. From that, we will put together an investment management strategy using state-of-the-art analysis and information tools as well as a fully-vetted investment policy approach for selecting your account holdings.
The Fiduciary Advantage
As a client of the Trust and Investment Services department you will experience the value and power of the fiduciary relationship - a combination of regulatory and review requirements wrapped around our commitment to excellence in meeting your goals. We focus on three areas:
- Prudence - We operate under the Uniform Prudent Investor Act, which helps guide investment decisions and requires an analysis of risk versus return. Performance is measured on the performance of the entire portfolio, rather than the individual investments.
- Risk Management - We understand that risks come in many forms. We regularly assess any and all risk factors that affect your portfolio, and make adjustments as warranted.
- Loyalty - Our goal, as a financial services organization and a member of the community, is to establish broad and meaningful relationships with our clients. We understand this happens over time, by putting clients first and delivering on our commitments.
Preserve your wealth and enjoy life the way you've always dreamed of. Call us at 833.875.2492 to learn more.