INVESTMENT MANAGEMENT

What are your investment goals?

When it comes to investing, there is no “one size fits all” approach. We create a customized investment plan designed to meet your financial goals – with or without a trust account. More than half our managed assets are non-trust accounts for individuals and institutions.

Our in-house team of professionals includes:

Attorneys
Chartered Financial Analyst charterholders (CFA®)
Certified Financial Planner (CFP®) certificants
Certified Public Accountants (CPA)
Certified Retirement Services Professional (CRSP)
Certified Corporate Trust Specialists (CCTS)

Regardless if you have a modest nest egg or more substantial assets, we can help you determine the account that best meets your needs.

Investment Management Accounts
Personal Trusts
Dynasty Trusts
IRA/Rollover Accounts
Foundation/Endowment Accounts
Employee-Sponsored Retirement Plans
Self-Directed Investment Portfolios

Why Choose a Fiduciary?

As fiduciaries, we help clients simplify the complexities of investing with unbiased advice.

To learn more about our capabilities, schedule an appointment at your convenience. Call us at (618) 632-8558.