Associated Trust Services

Are Trust Services Right for You?
In a world of complex and ever-changing financial options, choosing the right investment tools can be a daunting task. Trusts are arrangements that can enable you to achieve a variety of goals: investment management; providing income for your survivors; passing along your assets and property.

One of the advantages of establishing a trust is having a corporate trustee to handle the trust matters on a daily basis. When a family situation becomes emotionally charged, it can be advantageous to have the important financial decisions made from a logical, business-like perspective—based on the directions and intent written into your trust document.

A trust also gives you access to the collective knowledge of the talented, dedicated staff of the Trust Company. In short, Associated Trust offers the advantages of professional, knowledgeable administrators coupled with the personalized service you deserve.

Associated Portfolio Online is a real-time Internet information and trading resource for investment advisors and trust customers who select their own investments. Authorized users can view their accounts in great detail (including tax lot information), report trades placed through third-party brokers, or trade electronically through Bank of New York with immediate confirmation.

Speak with your Trust representative to find out if this is a service beneficial to you. The contact information for your Trust representative can be found on your regular trust statement.

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Investment products are not FDIC insured, may lose value, and have no bank guarantee.