As experienced providers, we are experts at asset management and interpreting trust documents to ensure that the trust accomplishes your objectives and serves the best interests of the beneficiaries.

Typically, a trustee like Trust Point Inc. is given discretion to make prudent, responsible, good faith investment trades and transactions. In all of this, you will find that our long-earned reputation is exceptional--and a source of enormous pride.

In addition to investing your assets, we receive the income earned and distribute it consistent with the trust papers. We also execute all necessary paperwork, filings, coupon redemption and tax returns, and provide detailed account and tax reports to your foundation’s Board Members of the foundation.