Investment and Trust

Investors Trust Company, a sister company, offers trust services, financial planning and investment management for individuals, families, employees and institutions. We establish the legal and organizational framework, such as trusts and custody services, to safeguard the assets of our clients.

Investors Trust Company is dedicated to delivering highly personalized service—and services—that truly embodies the idea that every investor, family, employer, or organization is different.  We also recognize that each investor or organization has different goals, needs and concerns. We believe that only through true understanding can a financial advisor help its clients achieve their goals—financial security for individuals, families, and future generations, employees, or the beneficiaries of an organization.