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Separately Managed Accounts Program Alternative Investment AdviceIntegrated Tax and Estate PlanningRetirement Planning Trust and Custody ServicesPhilanthropy PlanningPrivate Lifestyle Services |
Trust and Custody Services
In 2002 Sumnicht & Associates strategically aligned itself with 100 other top investment advisors nation wide to form the Federally Charted National Advisors Trust Company (NATC) in order to provide our clients with a new standard of excellence in trust and custodial services. The services we provide include serving as a trustee or co-trustee of revocable trusts, irrevocable trusts, life insurance trusts, charitable trusts, charitable remainder trusts, children trusts, generation skipping, and other trust appointments. NATC can also serve as custodian of IRA accounts, personal accounts, employee benefit plans, and trust accounts where the client, our firm or another party acts as trustee.
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