Personal Trust  Independent, objective, and professional investment oversight.

 Plante Moran Trust is pleased to provide a full complement of personal trust services when engaged as a professional Trustee or Co-Trustee with full investment management authority. Trust with Investment Management is inclusive of our professional trustee’s services and investment advisory services provided by Plante Moran Financial Advisors:

Investment Responsibilities 

• Establish investment policy statement 
• Asset allocation 
• Independent, objective, and professional investment oversight 
• Selection of investment managers or mutual fund investments at institutional cost 
• Periodic and regular investment reviews and rebalancing 
• Full investment monitoring and performance reporting

• Full asset custody 
• Investment trading and settlement 
• Secured trading access by outside managers (if applicable) 
• Income collection, reinvestment, and cash sweep 
• Non-Financial asset management, accounting, and reporting 
• Principal and Income accounting 
• Scheduled and unscheduled remittance and bill paying capability 
• 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 exceed your highest expectations