The 1911 Trust Company

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Investment Advisory Service, Financial Planners, Financial Planning Consultants

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Today: 8:30 am - 4:30 pm

30 Years

in Business

Accredited

Business

(978) 921-0452Call Visit WebsiteVisit Website Map & DirectionsDirections400 Essex StBeverly, MA 01915 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	8:30 am - 4:30 pm

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Email: Email Business
BBB Rating: A+
BBB Rating and Accreditation information may be delayed up to a week.
Extra Phones: Fax: (978) 927-6321
AKA: 1911 Trust Co LLC The
Other Link: http://www.1911trust.com
Categories: Investment Advisory Service, Financial Planners, Financial Planning Consultants, Financing Consultants, Investment Management, Mutual Funds

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Details

Phone: (978) 921-0452

Address: 400 Essex St, Beverly, MA 01915

Website: http://www.1911trust.com

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The 1911 Trust Company

Tax Planning
As the Tax Director, Charity is responsible for overseeing the overall function of the tax team which includes tax planning, preparation, filing and payments for our clients.
Tax Services
Our committed team understands the needs of managing family wealth and provides a level of privileged-services and access that's hard to match. Not only do we coordinate your day-to-day finances but we also provide tax preparation, filing and payments for all members of your family. Streamlined coordination of all your financial documents helps to simply your financial life.
Income Tax

Investment Management
The 1911 Trust Company investment committee oversees all of the firm's investment decisions. As independent wealth managers, with strict organizational policies and procedures in place, we apply institutional discipline, extensive experience, and client-first ethical standards to ensure there are no conflicts of interest in selecting the best investment management strategies to safeguard your family's wealth for the future.
Mutual Funds
Matt joined the 1911 Trust in 2014 bringing over 10 years of experience working with high-net-worth and family office clients. Prior to joining the firm, Matt worked at Fidelity Investments, a Boston-based mutual fund company. He gained valuable experience with the Fidelity Family Office Services Group where he served as an investment analyst evaluating and implementing complex investment solutions for more than 40 family offices. Prior to that, he served as an account executive in the Fidelity Investments Danvers, MA branch office responsible for more than 400 high-net-worth households and $400m in client assets.
Wealth Management
Built on our deep heritage of managing the complexities of family wealth, The 1911 Trust Company provides comprehensive family wealth management for individuals, business owners, executives and wealthy families.

Accounting Services

Financial Planning
Asset Management
We begin by setting an asset allocation based on your situation. Leveraging our seasoned, in house team of investment management professionals, we identify the best independent managers and/or investment vehicles to meet your objectives. By serving multiple families, we are able to access top quality investments and benefit from efficient operations.

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