Trust Services

Janet Swanson Photo
There is a huge misconception about trusts, that they are documents only for the very wealthy. In fact, trusts can protect those with modest assets as well.  The fact is that more and more families are turning to trust based planning for their estate plans because the benefits of trusts are as diverse and wide ranging as the resources and objectives of the families that use them.

Thanks to the expertise and experience of our staff, we have established an outstanding reputation as a professional trustee for our clients’ living trusts.  We offer the services of the highest quality, delivered with tact, sensitivity and impartiality.  Our commitment to our clients is absolute.  Above all, we want you to be comfortable with our services.

What you can expect from us:

  • A Trust Officer and Portfolio Manager that are located right here in the Quad Cities

  • Professional, unbiased investment supervision

  • A staff that is equipped to handle every conceivable chore relating to the care and handling of a trust

  • As a fiduciary, we are held to a higher standard

  • As a corporate trustee, our Investment Management Group will not die, move away or become distracted with a personal issue

  • There are no additional charges for our trustee services

 


Investment Products
• Are not insured by the FDIC or any other federal government agency
• Are not deposits of or guaranteed by the bank or any bank affiliate
• May lose value