Trust Services

As an independent investment professional, you may direct your business efforts primarily to individuals… you may cater to business clients and build a specialty in business retirement plans … or even provide investment services to both personal and corporate clients. Whatever path you take, your clients are likely to need trust services at various times. Mid Atlantic can help you meet those needs through our business partnership with Counsel Trust Company.

Trust services for individual clients — Increasingly, investment professionals are becoming involved in “wealth management” — involved with a client’s entire financial picture. This generally means that you are a key player on a team that also may include your client’s attorney, CPA/tax adviser, and insurance professional.

When the need for trust services arises, you can turn to Counsel Trust for —

Trust services for business clients — As an investment professional providing products and services for employer-sponsored retirement plans, you may be called upon to find a trust-services provider. If you choose, Mid Atlantic Trust Company (a division of Counsel Trust Company) can serve as trustee, directed trustee, or custodian for these types of employee benefit plans —

Presently, Mid Atlantic Trust Company serves as trustee/custodian for over $1 billion in employee benefit assets nationwide.