|
Institutional Services
Services
| Services
for Individuals | Services
for Businesses
Qualified Retirement Plans: design, investment and administration of pension and profit
sharing plans
|
| Investment Agency Accounts: professional asset management to meet the needs and goals of
the corporate and business clients |
Other Specialized Retirement Plans:
investment and administration services for 401(k), SEP-IRA and SIMPLE-IRA
plans
|
The Trust Company can design retirement plans to fit the
needs of business owners and their employees.
We can serve as plan trustee, safekeep all assets, perform participant
record keeping services and provide investment management or advisory services.
|
