Trust Asset Management
Dixon, Hubard, Feinour & Brown, Inc. is an ideal partner for those in search of trust asset management. Our advisers have extensive experience working alongside legal and accounting professionals to address the needs of trustees and executors.
Our advisers are aware of the wide-ranging circumstances that surround trusts and are can establish a collaborative dialogue with clients that will help form an effective investment policy that is tailored to their needs.
Through a relationship-based approach we actively work with trustees to ascertain the objectives, risk tolerance, cash flow needs, tax status, and wealth aspirations of the individuals creating and benefitting from the trust.
Security selection, current market observations and appropriate investment monitoring are some of the key processes that underline our investment management strategy, ensuring that a trust’s value can grow under careful watch to maximize return on investment.