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The Trustee Group

The Trustee Group

Administrative Trustee Services | Professional Trustees

  • The Trustee Group
    • Kevin Singer: Professional Trustee
    • The Professionals at The Trustee Group
    • Trustee Articles
      • What Makes The Trustee Group the Right Choice?
      • Choosing Your Trustee: How to Make the Right Decision for Your Family Trust
      • The Importance of Hiring a Trustee with Real-World Real Estate Experience
      • A Professional Trustee Can Help Protect Your Clients
      • The Importance of a Successor Trustee with Regard to Irrevocable Trusts
      • A Professional Administrative Trustee Can Make Things Easier
      • The Benefits of a Selecting a Professional Administrative Trustee
      • Can My Attorney Be My Trustee?
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Investments

By Professional Trustee | Administrative Trustee

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.

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Kevin Singer: Founder of The Trustee Group To Learn More About The Trustee Group, call:
Kevin Singer at 310.552.5315
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The Trustee Group does not provide legal and/or tax advice of any kind. Please consult with your legal or tax professional with regards to such matters.