Customized Trust Portfolios

We work with banks, trust companies, law firms, and other trustees as the investment advisor/manager of trusts they oversee.

You may have a trust for a variety of purposes, including estate planning, education, generation skipping, or special needs. Investments in a trust must be managed to the trust’s requirements. We are aware of the trustee’s fiduciary responsibilities to the trust beneficiaries and customize investment portfolios to meet them. These responsibilities include competitive investment performance, management, fees, and costs; appropriate diversification; risk management; income generation; and accountability to both income and principal beneficiaries.

We believe our customized approach allows us to manage potential tax liabilities and address the varied needs of income beneficiaries and remaindermen more efficiently than a model portfolio approach.