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.
© 2019 TANDEM WEALTH ADVISORS LLC | 1850 N CENTRAL AVENUE, SUITE 330 | PHOENIX, AZ 85004 | 602-297-8600