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Investment Oversight

Our Services provide fiduciaries Independent Investment Oversight of their client trust investment portfolios and much more…

Fiduciary professionals find comfort knowing their responsibilities to provide oversight of the  trust investment portfolios under their care is achieved within a framework unique to their firm.


  • Do – what we all do best – optimizes skill sets
  • Easy – to understand program segments with bespoke application
  • Access – to independent investment advisory services as required (outside of regular trustee support)
  • Lower – program cost and increased operational leverage with consulting approach

We act as a direct extension of the trust company, collaborating closely with your fiduciary teams, directors, appointed asset managers, compliance, and audit.