We act as a trusted financial advisor to our clients. As a client, you may have a single account with us for a specific purpose, or you may have an entire array of estate and financial planning accounts. We provide direction in that planning and provide the management of virtually all types of personal accounts.

Personal trusts are accounts where you have given us the legal responsibility to hold and manage assets in order to meet a specific purpose such as producing income or providing protection for a child. Each trust is a custom arrangement governed by the instructions you provide in your trust agreement. Personal trusts include Revocable Living Trusts, Trusts Under Will, Generation Skipping Trusts, Charitable Remainder Trusts and others.

The needs of your surviving family are a primary consideration when we serve as personal representative of your estate. We take responsibility for the entire probate process, taking interim care of your assets and working to avoid any delays in settlement. We can also serve as co-personal representative with a friend or family member, which serves to use our professional and financial expertise and actively involves a person with intimate knowledge and understanding of the family.

We can plan, establish and manage a portfolio for you based on your specific needs. Throughout our relationship, statements and regular performance reports keep you apprised of the relative and absolute results of our investment management. You are always involved in the process of setting guidelines, constraints, objectives and risk tolerance, and you delegate the research and selection of individual securities to us.
 

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