As your financial advisor, we are able to develop a dedicated Trust Team through The Private Trust Company.

• Helping you develop a written investment policy statement to provide a clear understanding of your goal, objectives and guidelines for the trust
• Providing experienced and knowledgeable trust officers with backgrounds in law, accounting, banking, investment management, tax and business
• Working with Trust officers who are sophisticated professionals with objective family sensitivities
• Conveniences held by a Chartered, national bank devoted solely to trust services for families
• Regulated and examined by the Comptroller of the Currency, audited by independent auditors and bonded to protect your assets.
• Able to provide trust services in all 50 states
• Providing timely and accurate statements
• Providing accountability with accounts reviewed annually and investment policies revised as appropriate to reflect changes to the portfolio, client circumstances and markets