Investment Management:

Investment Services for Trustees and Executors

If you are entrusted with the assets of others, by being named a trustee or executor, you need to understand the responsibilities involved, both moral and legal. Most states have now adopted the Uniform Prudent Investor Act dictating the care fiduciaries must take with these funds. Our process of creating an investment policy statement to identify and address the objectives and unique circumstances of each beneficiary, and our comprehensive investment services, promote compliance with the Act. Focus can help you to serve capably as a fiduciary, without creating unnecessary personal liability.