By providing timely, accurate assistance to our fiduciary clients, we make it easier for them to do their jobs well and limit potential liability.
Our areas of investment management expertise include:
- Trusts, including Special Needs Trusts and Charitable Remainder Trusts
- Conservatorships
- Guardianships
- Retirement plans
We are experts in the following:
- Evaluation of risk in current accounts
- Compliance with the Prudent Investor Rule(Uniform Prudent Investor Act)
- Investment Plans
- Annual Compliance Reviews
- Court-supervised investments
- Guardianship issues – nationwide
We also provide the following additional services:
- Expert witness testimony
- Portfolio evaluation
- Blocked accounts
- Estate evaluations
- Title transfers