Trust Services for Institutions
With our institutional clients, we make frequent presentations to Boards of Directors
regarding investments; we field questions, consult on investment policies, analyze
and explain report data, and discuss the assets as they conform to the investment
policy.
Is SVA Plumb Trust Company right for your organization?
SVA Plumb Trust Company serves many types of institutional clients including university
and healthcare foundations and endowments, insurance company reserve accounts and
private foundations. For institutional clients interested in using mutual funds for
their foundations, our minimum account size is $500,000. For those interested in
employing individual securities, our minimum account size is $1,000,000.
Services
To learn more about the services SVA Plumb Trust Company can provide for you, contact us at (888) 856-8801.