What are your investment goals?
When it comes to investing, there is no “one size fits all” approach. We create a customized investment plan designed to meet your financial goals – with or without a trust account. More than half our managed assets are non-trust accounts for individuals and institutions.
Our in-house team of professionals includes:
- Chartered Financial Analyst charterholders (CFA®)
- Certified Financial Planner (CFP®) certificants
- Certified Public Accountants (CPA)
- Certified Retirement Services Professional (CRSP)
- Certified Corporate Trust Specialists (CCTS)
Regardless if you have a modest nest egg or more substantial assets, we can help you determine the account that best meets your needs.
- Investment Management Accounts
- Personal Trusts
- Dynasty Trusts
- IRA/Rollover Accounts
- Foundation/Endowment Accounts
- Employee-Sponsored Retirement Plans
- Self-Directed Investment Portfolios
Why Choose a Fiduciary?
As fiduciaries, we help clients simplify the complexities of investing with unbiased advice.