Independent Advisors & Personal Trust Services | Plante Moran Trust
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RIAs 

 

Performance, accountability, and integrity that exceeds your highest expectations

  
 

Registered Investment Advisors

Trusts with independent investment advisors

Plante Moran Trust is pleased to provide a full complement of personal trust services when engaged as a professional Trustee or Co-Trustee without investment management authority. It is possible to name an advisor in the agreement or for the interested parties to influence the selection of the investment manager; the Trustee’s role is described as follows: 

Investment manager selection responsibilities

  • The Trustee will exercise reasonable care in the selection of an outside investment manager and establish the scope and terms of the delegation; 
  • The Trustee will periodically review the actions of each manager and monitor the performance of the portfolio to ensure compliance with terms of the delegation; 
  • The fees must be reviewed and deemed appropriate and reasonable.

Professional trustee responsibilities

  • Full asset custody 
  • Investment trading and settlement 
  • Secured trading access by outside manager(s) 
  • Income collection, reinvestment, and cash sweep 
  • Non-financial asset management, accounting, and reporting 
  • Principal and income accounting 
  • Scheduled and unscheduled remittance and bill paying services 
  • Periodic (monthly, quarterly, annual) account statements 
  • Secured Web access for client 
  • Expedient tax reporting 
  • Impartial exercise of Trustee discretion 
  • Continuing counsel and assistance to family members and advisors 
  • Extraordinary service through a dedicated, experienced relationship manager 
  • Performance, accountability, and integrity that exceeds your highest expectations

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