At Security Trust & Investments, we understand it’s a choice not made lightly. We are honored to work with our clients, and we take this responsibility very seriously.
Using a corporate trustee like Security Trust & Investments gives you several advantages:
- Experience our trust administrators have worked in investment planning and fiduciary services for an average of 25 years. We’re knowledgeable about all kinds of trusts as well as tax- and estate-planning strategies.
- Attention and objectivity it’s our full-time job to manage assets. We work toward your financial goals, using your risk tolerance as a guide. We’re also dedicated to following your directions impartially – something that may be challenging for family members.
- Continuity as you look to the future, age or illness could prevent an individual from acting as a trustee. With a corporate trustee, you ensure stability for the full term of your trust.
Working with a corporate trustee doesn’t mean giving up control. It puts a professional in charge of the assets you’ve worked so hard to acquire, and protects you and your family for the future.