The benefits of a corporate trustee, such as impartiality and longevity, often come at the cost of losing a personal and caring touch when it comes to investment management. Not anymore. Vaughn Woods Financial Group is proud to offer its full portfolio management services to you and your trust, even if you are bound by a corporate trustee agreement. Through our affiliation with Pershing LLC, we have relationships with corporate trust companies who can act as your corporate trustee, while you and your investments enjoy a direct relationship with a personal, experienced and incisive portfolio management team.
Contact us to learn about the benefits of our corporate trustee services!