Fiduciary Services
A 'fiduciary' is an individual or entity that makes decisions for the benefit of another without regard to their own personal financial situation. It is an important distinction when making financial decisions and recommendations for the best interest of another.
Making financial decisions can be difficult. We are fortunate to be able to provide our clients with many fiduciary investment options for individuals seeking the assistance of a corporate trustee, or an agent for trustee services.
Old Mission Investment Company serves as a fiduciary from an investment management perspective. We have many partnerships when providing clients with a personal trust solution. We work closely with a number of trust institutions in the event a corporate trustee solution, or an agent for trustee is required. Levels of service and responsibility can be custom tailored to fit the needs of your estate plan. In many cases, surviving spouses have little interest or understanding of the complex environment presented through the existence of a trust. We stand ready to provide any assistance necessary to facilitate your needs.