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Agent for Trustee

The bookkeeping, accounting, asset custody, and investment management can be time consuming and challenging for individuals who act as trustee. As a fiduciary, duties and responsibilities are determined by statute and the contract. A breach of their fiduciary duty can result in personal liability and surcharge. Employment of a qualified and experienced agent to assist with the administration and investment management can be prudent and relieve the trustee from the demands of the position.


Investment Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested