Our Approach to Trust Services
A fully independent, unbiased investment approach to personal trust services. Seasoned professionals who offer no proprietary products and exist solely to help you preserve, protect, and grow your wealth. It’s benefits like these that make Plante Moran Trust unique — and uniquely suited to help you realize and sustain your financial goals.
Our approach is collaborative — we work with you to manage your portfolio and, via an agreed-upon philosophy, help you select from the best funds or outside managers to accomplish the investment objective of the trust. We provide investment management services at institutional rates and, therefore, can offer our complete service at rates competitive with “proprietary managers.” And when necessary, we consult with other staff within Plante Moran Financial Advisors to provide advice around investment policy, asset allocation, ongoing monitoring, and performance reporting — all in an effort to secure the future of you and your family.
In addition, we’re happy to provide our services in situations where you, as the attorney, family member, or other advisor, are the trustee, to help you organize and maintain control of trust assets. We bring our independent investment expertise to every engagement; meeting your needs is our number-one concern.