Traditionally, trust companies and financial advisors have had an uneasy relationship at best. When named as trustee, most trust companies would require full control over how the trust’s assets are managed and invested, effectively putting the financial advisor in the position of having to yield control of a portion or all of their clients’ assets.
With Advisors’ Trust Services, control over the assets – and the management fees generated–remains with the financial advisor, while Investors’ Security Trust administers the trust itself. In this situation, financial advisors can increase assets under management by offering trust services and build multi-generational relationships as assets pass on to heirs and beneficiaries. Clients remain with an advisor who is familiar with their history, dynamics, risk tolerances and financial plans, while we provide full-time dedicated trust specialists that can serve throughout the life of their trusts.
Contact us or call (239) 267-6655 for more information