When it comes to investments, The Trustee Group relies on experts to help us make the best decisions about where to invest the moneys from the trust while also limiting tax liabilities. Unless otherwise specified in the trust papers, we will contact professional investors before any investment actions are taken.
As a general rule, The Trustee Group does not invest the funds for any trusts we manage nor do we portray ourselves to be investment experts or professionals. In order to administer the trust in the most prudent manner, we engage qualified and experience investment professionals to best serve the particular needs and requirements of our clients.
We follow the Prudent Investor Rule when doing so and make sure that trust assets are protected and able to grow.