Your Trusted Advice. Our Trust Expertise. An Ideal Partnership.

How can Advisors’ Trust Services Help you?

At Investors’ Security Trust (IST), we understand and respect the relationships a client has with their financial advisor, attorney and accountant. These advisors have unique insights into their clients’ financial and estate planning needs and may be reluctant to involve a large impersonal financial institution when trust administration services are needed.

With Advisors’ Trust Services, our goal is to complement these relationships as a partner, with a menu of options that administer the fiduciary details of a client’s trust and estate plan. These options include:

By leveraging Advisors’ Trust Services, the client-advisor relationship benefits from the expertise of a local, independent trust company and transfers the burden of trust and estate administration to it.

Please contact us or call (239) 267-6655 for more information on how Advisors’ Trust Services can help you for generations to come.

Your Trusted Counsel. Our Trust Expertise. Our goal is to complement the client-attorney relationship in Estate Settlements or by serving as Agent for TrusteeCorporate Trustee or Administrative Trustee in a Directed Trust. Learn More

Your Wealth Management Talent. Our Trust Expertise. Our objective is not for you, the financial advisor, to lose control, but rather to gain more control and not be burdened by concerns over the administration of your clients’ trusts. Learn More

Choosing the right trustee is one of the most important decisions you’ll make when establishing your trust. Learn how Investors’ Security Trusts’ Advisor Services can help you and your family. Learn More