TRUST ACCOUNTS

THE TRUST COMPANY offers a full range of trust account services.  We act as trustee of revocable grantor trusts and irrevocable trusts, working with our clients to understand their needs and objectives, consistent with the terms of the trust.  We then set investment strategies and administrative responsibilities, which are consistent with those needs and objectives.  This is a highly personalized interaction, since no two client relationships are exactly alike.  In this regard, there is an inherent advantage in being a locally-owned and managed fiduciary service provider, because no turnover creates a continuity, which provides for an excellent long-term relationship with our clients. 

AGENCY ACCOUNTS

THE TRUST COMPANY acts as investment agent to individuals who wish to hold assets in their own name or for individuals who self-trustee their own revocable trusts.  Personal attention and investment strategies set with each client’s endorsement highlight this type of relationship.  Additionally, in a number of these situations THE TRUST COMPANY is the successor trustee to the client, which gives us the ability to form an investment relationship while the client can oversee and monitor the strategy and performance.  This gives the client peace of mind that the ultimate oversight of his assets will be conducted in a way which is consistent with his desires and objectives.