What We Do

We specialize in what we do best: providing trustee and master custody services. We don’t manage money, sell investment products, make loans, or practice law. Instead, we partner with clients’ financial and legal advisors and independent investment managers to provide the best possible package of services.


Fiduciary
As a professional trust company, our focus is on achieving and exceeding the objectives of our clients’ trust planning, with integrity to the trust agreement and legal framework and with flexibility to manage extraordinary situations. We adhere to our fiduciary duties of loyalty to, and impartially among, our trust beneficiaries.


Partners
We partner with clients’ independent investment managers and financial and legal advisors to optimize the effectiveness of our clients’ trust planning. We concentrate on applying our strengths in trust administration and asset custody to deliver the best package of trust services.


Independent
We are not affiliated with a bank or broker, which allows us to focus our full attention on each client’s best interests with maximum flexibility and objectivity. We are privately owned and are committed to providing quality service for the long term.


Trust
Our trust powers come from the State of Wisconsin, and we are fully bonded, regularly audited by an independent CPA firm, and examined by the state banking regulators. Our trust officers have decades of experience providing personal, professional trust service.


Services
We are experienced specialists dedicated to providing clients with superior independent, objective trust and custody services. We serve as trustee for individuals, families, businesses and charities. We also provide custody services to independent investment managers throughout the Midwest.