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Trust Services

Trusts are a valuable tool for estate planning and other purposes. Tandem maintains a strategic relationship with several federal and state-chartered trust companies to provide an institutional trustee solution for clients in need of such services. Through this arrangement, a trust company acts as the institutional administrative trustee on trust accounts while Tandem serves as the investment manager.

Tandem provides a number of fiduciary support services to individual trustees so that all necessary fiduciary reporting is completed in a timely and professional manner. These services help remove hours of work and unnecessary risk from individual trustees.

Tandem’s investment management philosophy is rooted in traditional, long-term, risk-controlled investment management, a discipline that translates well to and is highly suitable for trust accounts. Tandem’s founding principal has extensive trust investment management experience as a former institutional trust officer.

Interested in learning more about Tandem’s services?

Tandem Wealth Advisors

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