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Who We Are

We provide independent trust management, advisory, compliance, fiduciary, investment oversight, and trust administration services. We serve a wide variety of trusts, foundations, endowments, family offices, judicial settlements, and retirement fund investments. We also offer full spectrum business-to-business trust services and private label outsourcing solutions to banks, credit unions, and professional service firms.

We are independent of institutions but do not insist on exclusivity. We do not sell products or take hidden commissions. We are a fixed fee-based professional administrator and we often quarterback, collaborate with, and oversee other advisors including attorneys, accountants, money managers, insurance and similar professionals.