At Semper Trust Company, we realize the importance of personal contact and our trust administrators and portfolio managers are committed to providing a high level of client service. Many larger trust companies may assign hundreds of accounts to each of their administrators and portfolio managers. By imposing limits on the number of accounts handled by each professional, Semper Trust is able to ensure that each relationship receives the personal attention it deserves.
The following is a summary of the extensive services Semper Trust Company offers to its clients:
- Overseeing the safekeeping of all trust assets through an independent custodian.
- Development of an investment strategy that focuses on both the provisions of the Trust document and the specific needs of the income beneficiaries and remaindermen.
- Personalized quarterly review of the trust portfolio and full discussion of Semper Trust Company’s current market outlook.
- Overseeing the collection and distribution of the investment income of the trust.
- Rendering of discretionary decisions in accordance with the Trust instrument.
- Personal financial counseling to both the present and future beneficiaries of the Trust.
- Maintenance of accurate records of all transactions that occur within the trust.
- Providing all needed documents for the preparation and filing of fiduciary income tax returns for the trust.