For over thirty years the Trust Company has taken pride in providing objective investment and financial planning for the benefit of our clients. Our services in the area of investments help you work hard toward your individual objectives. You may desire to provide financial management for members of your family beyond your life, or you may have tax concerns that could be solved through the utilization of a trust. Our expert assistance can help you define your financial goals and assist with establishing a plan to accomplish them. Although our services are not for everyone, they also are not the same for everyone. We provide education and assistance that will get the job done right.
Meet the Staff
To enroll in this option or contact us with questions, please email or call us at (320) 864-5134 or (651) 452-9550.
Successful investing can be very complicated - unless you have the experience and time to spend on investment matters. For most individuals the situation calls for expert help, but even among investment experts, skills and experience vary widely. Our staff has a history of reliable unbiased advice and service. That is a strong reason to consider our investment services. We are professional investors who for many years have helped clients achieve individual goals.
Special needs call for special solutions. Many personal financial objectives extend well beyond those that our investment services alone can cover. A trust can be your special tool that lets us help with such goals as:
- Managing your assets if you are disabled or after your death
- Saving on estate taxes
- Making sure your charitable requests are carried out
- Supporting family members
As trustee, we care for the property placed in the trust for your benefit and/or for the benefit of other persons you choose.
Through our estate settlement services, we administer financial estates and take them through the complexities involved in transferring one's assets at death.
- Individual Retirement Rollover Accounts
- Cash Management
- Medallion Signature Guarantee
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