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is tailored to each client’s unique situation. It is designed to
optimize performance through multi-asset class, multi-style and multi-manager
diversification.
We implement client-specific investment strategies using
separate account investment managers, mutual funds, exchange-traded funds and
other types of investments that meet or exceed specific criteria. Our approach
aligns our interests with those of our clients as we seek to balance expected
return, risk, tax sensitivity and cost. We replace managers or funds whenever
better alternatives for a client are identified, and we revise a client’s
investment plan in response to changes in the client’s situation or the
investment environment.
As Investment Agent, we work closely with our clients to develop
and implement their investment plan – accepting full discretion or acting at
their direction – with a goal of serving their best interests. In addition to
designing asset allocations and strategies for implementing the allocations, we
provide performance measurement, custody, tax reporting and other administrative
services for personal, trust, retirement plan and foundation accounts.
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As Trustee or Co-Trustee, we work closely with grantors and beneficiaries of
trusts, and their advisors, so we can interpret and apply provisions of trust
agreements in ways that are consistent with the wishes of the grantors and best
interests of the beneficiaries. We also handle the trust law, tax, accounting
and investment aspects of trust administration. Our service is personal, and we
take the time to know and understand the individuals who are impacted by our
decisions as a trustee.
We are experienced with the challenges of applying unusual provisions in trust
agreements, handling concentrated and non-traditional trust investments, and
working with trust beneficiaries who have divergent interests. Custody,
performance reporting, tax compliance services and other administrative services
are provided for all trust accounts.
We serve as Escrow Agent for business transactions and legal settlements,
Qualified Intermediary for tax-deferred real estate transactions, and we offer a
full range of Custody Services. Clients receive a high level of personal
attention and cash is kept invested at attractive rates.
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