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Investment Management for Trusts and Foundations

Nevada’s favorable tax and asset protection laws offer unique opportunities for advanced estate, asset protection, and financial planning.

As an independent trustee, you may be concerned about the sustainability of your portfolio assets and liability to beneficiaries. We can help you preserve and grow assets, while meeting current or future distributions.

When you delegate investment selection and monitoring to us, you can be confident our investment recommendations meet the most rigorous academic standards. We perform continuing due diligence on our recommended investments. Our reports document how you are meeting your fiduciary responsibilities and track progress towards your goals.

We can serve the investment management needs of all types of trusts, including:

  • Revocable Trusts
  • Irrevocable Trusts
  • Directed Trusts
  • Special Needs Trusts
  • Charitable Trusts
  • Life Insurance Trusts
  • Asset Protection Trusts
  • Dynasty Trusts
  • Charitable foundations and endowments