Publications and Announcements

We work hard to keep our clients informed on current market and economic trends, our investment strategy and a variety of wealth management topics.

Monthly Economic and Market Commentary

Read the most recent insights by our investment professionals.

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Fiduciary Updates

We are proud to share our success with you:

  • In 2010, we celebrated our 125th anniversary
  • Our client retention rate is a remarkable 98%
  • New business hit a record high last year despite the challenging market environment
  • 60% of our new business comes from existing clients and their referrals

Fiduciary Perspective Quarterly Newsletter

Fall 2011:
The Benefits of a Corporate Executor

One of the most important decisions you will make during the estate planning process is choosing an executor to settle your estate after your death. When considering the selection of an executor, it is important to have a clear understanding of the full scope and complexity of an executor’s duties and obligations. Serving as an executor is not just an honorary title, but also a complex job that requires special expertise and skill that a professional can provide.

Fiduciary Publications

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