Housing expenses (monthly rent or mortgage payment amounts, insurance payments, real estate taxes, homeowners, and association dues, etc.) and Landlord name and contact information
In instances where investment management is the objective, our Trust/Investment Department has developed a sound investment strategy that is backed by years of experience. We have developed an affiliation with a large and respected company that provides our Trust/Investment Department with outstanding research and excellent account administration. This association, coupled with our personalized approach to client contact has permitted us to deliver the best of both worlds--exceptional service with a caring attitude.
If you are considering selecting a Trustee for the management of your financial assets for a beneficiary, many people want professional administration. However, they are also concerned that the professional trustee will demonstrate a caring style that embraces ongoing communication with the client. Our Trust/Investment Department is large enough to accommodate the management of investments for the client, but small enough to offer personalized and thoughtful assistance to the client or the beneficiaries that are to be provided for.