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Fiduciary Investment Management

ESL Trust Services, LLC, as your fiduciary has many important tasks: administration, investments, tax preparation, and record keeping. The role of a fiduciary is complex. We relieve the burden and time consumed by this task and provide objectivity and experience to help safeguard assets during your lifetime and after.

Our Fiduciary Investment Management Services include:

  • Investment analysis, supervision, and creation of individualized strategy
  • Asset allocation strategies
  • Regular performance reporting and online account access for reviewing portfolio holdings transactions and statements
  • Transfer & safeguarding of assets
  • Collection of income and coordination of account distributions
  • Investment management for Endowments and Foundations

Our investment philosophy consists of delivering a customized portfolio while focusing on the needs and risk characteristics of the client. We do this by:

  • Developing a customized investment policy statement
  • Utilizing open architecture investment solutions with no proprietary offerings
  • Combining active and passive investment strategies
  • Balancing capital appreciation and generation of stable income
  • Implementing tactical changes to adapt to market fluctuations
  • Generating appropriate risk-adjusted returns based on stated investment objectives

To learn more about our services or to schedule an appointment: