Retail and Institutional 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 provider that specializes in this space. Counsel Trust Company, dba Mid Atlantic Trust Company, can assist you in many facets of business by providing you with directed trustee, custody or sub-custody, trading and settlement, and paying agent services for many types of employee benefit plans including:

Presently, Mid Atlantic Trust Company serves as trustee/custodian for over $8 billion in employee benefit assets nationwide.

Additionally, Mid Atlantic Trust Company will serve as your “Common” or “Collective” Fund sponsor. If you are an organization that feels that you are ready to act as a sub-advisor to a single or series of common or collective funds, Mid Atlantic stands ready to help navigate the way to a successful program.