Our comprehensive services include assisting individual trustees with their investment management responsibilities for trusts.
Similar to retirement plans, the trustee of a trust assumes certain fiduciary responsibilities including the prudent investment of trust assets. We welcome the delegation of this responsibility. We work collaboratively with the trustee to establish an appropriately diversified asset allocation model that is coordinated with the intent of the trust to provide for both the current and future trust beneficiaries. Our reporting technology provides trustees with daily access to performance and other vital information concerning trust assets. We also work with individuals responsible for the investment of excess funds of corporations, partnerships and other business entities. Our Family Wealth Guardians can coordinate the goals for these funds with appropriate asset allocation and state-of-the-art reporting technology that provides, on a daily basis, current reporting information.