“We understand the importance of being accessible to our customers and their professional advisors.”
• First, we provide the highest quality trust and custody services to clients and their advisors by providing outstanding service and flexibility to meet the needs of account beneficiaries, while conforming to the governing legal agreement and applicable laws.
• Second, we do not manage money. Instead, we partner with investment managers to provide the best package of trust and custody services to our mutual clients. Because we’re not affiliated with a bank or broker, we can focus on each client’s best interests with maximum flexibility and objectivity.
We respond to questions and requests with timely and accurate follow through and communication. We invite you to learn more about Our Difference.