Protect and manage your trust account's assets for estates of any size and most kinds of trusts. It helps you prepare the way for easier management and protection of the assets within your trust account after your passing.

Do you have value added resources to monitor your net worth, view portfolio performance, and plan for your goals (education, retirement, home, etc.)? Do you know if your portfolio contains high fee / high commission products such as loaded mutual funds that, possibly, aren't in your best interests? Let's talk.

We invest in a diversified portfolio, custom tailored to you, consisting of stocks, bonds, Exchange Traded Funds, and/or no-load mutual funds according to your risk tolerance and in your best interests. The following features are also available at no extra charge with these accounts.

  • Account Aggregation, goal setting, retirement planning, and financial planning system access, along with a real life financial advisor.
  • ATM/VISA Debit Card
  • Automated Monthly Electronic Transfers (incoming and outgoing; available for payroll and checking accounts)
  • Check writing
  • Transfer Upon Death (TOD) - available for approved states
  • Rebalancing
  • Tax-Loss Harvesting
  • Blended Portfolio modeling
  • Dividend Reinvestment
  • Recurring Deposits.