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| Individual Investment Accounts: professional portfolio management which meet the needs of individual clients; objectives range from aggressive growth to conservative income |
| Individual Retirement Accounts: traditional, rollover, and Roth IRA’s |
| Revocable Living Trusts: asset management assistance while living without probate at death |
| Irrevocable Trusts: permanent transfers, usually holding life insurance or other assets to create wealth succession through tax-favored transfers |
| Testamentary Trusts: trust created at death to benefit an individual or institution |
| Conservatorships: asset management for those who are unable to manage their own affairs |
| Estate Settlement: acting as a personal representative or agent to settle an estate |
| Charitable Gifts: investment management for charitable remainder trusts, lead trusts, and other gifting techniques to benefit donors and their favorite charities |
| Custody Services: provide safekeeping of assets, income collection, trade settlements and record keeping for those wishing to make their own investment decisions or who use a third-party investment advisor |
| Qualified Intermediary for Tax-Deferred Exchanges: escrow agent to facilitate deferral of capital gains with selling and repurchasing of like-kind investment property |
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