By pooling our beneficiary trust sub-accounts, we reduce investment costs and access investments available only to larger funds.
By working with highly qualified legal and financial advisors, we help our clients plan appropriately for large or small sub-accounts.
By creating strong community connections, we identify resources for support, educational options, and professional guidance.
By tireless advocacy and community building, we seek opportunities for increased self-sufficiency where possible.
Our team never loses sight of the fact that our beneficiaries are not numbers in a ledger; they are brothers, sisters, mothers, fathers, sons, and daughters. We understand that you rely on our professional competency, but also our compassion. We act not just as trustees and money managers, but as an integrated support team.
We know—first-hand—what it means to care for a person with special needs, and have decades of experience providing specialized trustee services. We are committed to hearing and understanding your needs because every one of our clients is unique and deserves exceptional care.