Trust Management Services

Many families find that their circumstances are best met through the use of a trust account. Acting as a trustee and fulfilling your fiduciary obligation can be stressful, especially when it comes to choosing an investment manager. Anderson Griggs Investments is fully prepared to work with you in a fiduciary capacity to manage some or all of your trust assets. 

Our trust management services include:

• Reviewing your trust documents
• Helping you understand the intent of the trust and your duties as trustee
  
• Helping you create an investment policy statement
  
• Working with your attorney, accountant, and asset custodian as needed
• Constructing and maintaining a portfolio of common stocks, bonds, CDs and cash that will meet the needs of the trust beneficiaries
• Establishing a review process to update and make changes to the trust account as needed