As Trust Administrator, we provide all of our investment management services in the context of governing trust documents and arrangements.

In this role, we:

• Work with your attorney and accountant to assure that your estate plan’s directions and desires are followed.
• Help design a trust that maintains your privacy and maximizes tax savings.
• Provide on-going professional investment and trust advice.

As Investment Manager, we help you design and implement an intelligent, coherent strategy to meet investment goals.

In this role, we:

• Assess your existing financial health, account for the familial and emotional requirements of your program, and work with you to develop an investment strategy.
• Handle the paperwork involved with the transfer of your existing cash and assets.
• Take custody of all your assets, provide all recordkeeping, and execute all transactions on your behalf.
• Provide complete portfolio research, buy and sell equities, and track companies and industries.
• Acquire and Manage Investment Real Estate.
• Keep you apprised of your account's standing and needs.