For Advisors
Individual Clients
If your clients are in need of any of our services or want to speak with someone
as they make their plans for the future, we are happy to meet with them. In planning
for a future relationship with SVA Plumb Trust, some clients choose to test-drive
our services through an investment agency arrangement with SVA Plumb Financial.
This introduction helps the family become familiar and comfortable with our investment
management processes and some of our trust administrative services. There is no charge to
your client unless we are actively managing assets for them.
Coordination with Advisors – SVA Plumb Financial can provide
the information you need to serve your clients more effectively. For accounts with
custody through SVA Plumb Trust Company, we can provide tax summary letters, tax ledgers, online access, and/or duplicate
annual or periodic statements. We will recommend our mutual clients contact you
when tax, legal, or accounting issues arise or when there is a significant change
in circumstances.
Document Review – SVA Plumb Trust is happy to review existing estate
plans with our clients, to discuss various estate planning options, and to make
suggestions of possible estate planning solutions. We will recommend return visits
to their attorneys when updates may be needed or when there is a change in circumstances.
We will also refer clients to attorneys for assistance in implementing new or revised
plans if they do not presently have an attorney.
Institutional Clients
SVA Plumb welcomes Requests for Proposal for the management
of assets of institutional organizations. We work with many Boards of Directors
of institutions responsible for the investment of assets held on behalf of their
organizations. We assist in the development of investment policies and report to
our client Boards regarding the on-going management of their assets.
For nonprofit organizations and other institutions seeking information about investment
management, custody and trust administration, please contact
us at (888) 856-8801.