A Partner In Your Fiduciary Trust Management

on November 7, 2017 Comments Off on A Partner In Your Fiduciary Trust Management

One of the more difficult components as a trustee is the duty to monitor service providers and investment managers. The stewardship of the trust through effective management of the trustee’s responsibilities will ultimately determine the long-term sustainability of the trust and it’s ability to provide for the beneficiary.

That’s where we come in. We work with you, the trustee, and help you manage with confidence. An overview of our services reveals our desire to help with:

  • Clear and accurate reports of your fiduciary portfolio assets across multiple accounts and from all financial institutions.
  • Consolidated and separately monitored account reporting to help comply with the Uniform Prudent Investor Act and the Uniform Prudent Management of Institutional Funds Act.
  • Objective third party consulting services to provide insight and interpretation of information.

Important decisions have to be made and because the impact of those decisions affects the livelihood of the people or organizations dependent on that trust, it shouldn’t be made alone.

Contact our team today to schedule a meeting.



Jase TeamA Partner In Your Fiduciary Trust Management

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