Services are provided to revocable, irrevocable, perpetual care, charitable, and testamentary trusts. We can free you from many of the time-consuming activities associated with the handling of your securities.
As a part of our services, we provide the following:
- Periodic statements detailing asset holdings and transaction summaries
- Income collection
- Purchases and sales of assets
- Distributions
- Investment reviews
- Payment of bills and monthly expenses
- Coordinating tax returns with accountants
- Budgeting and management of assets
Trust investments are not insured by the FDIC. Trust investments are not deposits or obligations of the institution and are not guaranteed by the institution. Trust investments are subject to investment risks, including possible loss of the principal amount invested.
