Trust Service

With Strategic Capital Trust Company, you'll be able to structure a relationship that's flexible and comfortable. Whether we serve as your investment manager, investment advisor or trustee, you can expect:

Professionalism

We're familiar with all types of trust, tax and estate planning needs, and we have years of in-depth experience in getting favorable results.

Continuity

The stability of Strategic Capital means that mergers, consolidations, or the death or incapacity of an individual trustee won't disrupt the management of your trust.

Objectivity

Our trust professionals will carry out your wishes without the conflicts of interest, biases, or the emotional involvement that may be present among family members or friends.

Permanence

We're always available. Unlike individual trustees, Strategic Capital Trust Company will have someone ready when you need our services.

Expertise

We're disciplined investors who tailor portfolio strategies to your needs and/or those of your beneficiaries.

Tax Planning

We'll calculate your trust's estimated taxes, file all returns, and anticipate upcoming distributions to minimize tax liabilities.

Estate Planning

When you're a client of the Trust Company, our estate planning consultants will be available to work with your attorney and advisors to ensure a complete understanding of your individual situation.