Sub-Advisory Services

Trust & Fiduciary Management Services works within your existing advisory model. These arrangements range from providing new investment styles to your existing offerings to providing a full portfolio management unit on an outsource basis. As part of our sub-advisory business, we offer the following services and features:

• Portfolio manager availability for client and prospect meetings or timely questions
• White-labeled quarterly performance reports tailored to enhance investment discussion with clients
• Operational integration with a wide variety of custodians and brokerages
• Special reporting and analysis of unusual or restricted individual investment portfolios