Investment Management for Trusts
Providing for the beneficiaries
We believe every trust needs an investment plan with a focus on providing for beneficiaries according to the donor’s wishes. We develop and manage financial strategies, taking into account complex tax and estate laws to achieve donor’s wishes in providing for beneficiaries. We are experts on investment management and often work together with outside professionals, such as estate lawyers and accountants, to optimize solutions for our clients.
What kind of clients do we serve?
Porter, White & Company serves as investment manager for several trusts. The clients we are looking for:
- Are serious about an investment plan and long-term success
- Want a professional investment manager for the trust
- Want the investment manager to take fiduciary responsibility in managing the assets of the trust
- Is looking to establish, or already has in place, a team of experts, such as an estate lawyer and an accountant
What's next?
The first step in exploring whether we are the right firm for you and you are the right client for us is to schedule what we refer to as a “discovery meeting.” During this meeting, we will learn about the trust, its financial situation, goals and objectives, and you will learn about our process for managing investments.
Contact Goodloe White to schedule a meeting.
