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INVESTMENT AGENCY FOR TRUSTEE


TCK TRUST & FINANCIAL ADVISORS, in its capacity as Investment Agent for the individual Trustee, will work with you in all aspects of the administration of your account.  Our relationship will include the following services: 

§         Assurance of Proper Trust Funding

§         Asset Safekeeping

§         Individual Portfolio Management

§         Income Collection

§         Income and Principal Distributions

§         Bill Paying Service

§         Periodic Statement of Assets

§         Periodic Transaction Statement

§         Annual Account Summary

§         Summary for Income Tax Return Preparation

§         Income Tax Planning 

You control what assets are delivered to the trust agency account and thereby control the costs.  We can assist you with the daily ordeal of making investments and collecting income.  You will receive professional investment management within guidelines suited to your individual needs.   Periodic statements will be reviewed with you, to keep you abreast of the account transactions and investment performance.  Income will be reinvested as it is received.
 

TCK Trust & Financial Advisors is a charter member of
The Association of Independent Trust Companies.