Financial success is not to be wished for. It is to be planned for. Davidson Trust Co. helps you make plans to
achieve success as you define it, while minimizing costs and risks.
Your wealth plan from Davidson Trust Co. might range from a
letter outlining recommended action, to a chart of choices, advantages, and disadvantages. As desired, we can then implement the
plan for you, coordinating as needed with other advisors.
Asset Management
Carrying out your wealth plans, Davidson Trust Co. can manage all your investment and noninvestment holdings.
You select the services you need - from equity investing to property management to safekeeping of valuables.
Portfolio Management
Mutual Fund Investing
Custodial Services
Cash Management
Property and Lease Management
Safekeeping Services
Trust Management
When trusts are a part of your estate plan, Davidson Trust Co. completes the circle of service with trust
management. With this service we assure proper disposal of the wealth you accumulate through wealth planning and asset
management.If not done earlier in planning, we help choose the trust or trusts that meet your needs. We are fully informed
about the wide range of new and traditional trusts allowed by law. We can set up and administer the trusts you choose, with
legal work done by the attorney of your choice.
