STANDARD OF PERFORMANCE AND WHAT TO EXPECT FROM
YOUR CORPORATE TRUSTEE
· Significant level of experience of Trust Company employees.
· Compliance with Statutory requirements of State law.
· Investment research resources of quality and performance.
· Seek independent trust company to avoid conflicts of interest.
· Seek objectivity in the investment selection process which
is absent in the brokerage industry i.e. use of mutual funds
with heavy load charges and high brokerage fees.
· Seek the oversight of the bank regulators, which all trust
companies must adhere to. Compliance with Uniform Trust
code and the Statutory Trust Code in the state of Indiana.
· High personalized levels of service. Work with an
administrator who knows you and your business and build a
long-term relationship.
· Harbour Trust adheres to the Code of Ethics and Standards
of Professional Conduct as published by the Association of
Investment Management & Research.
· Proper tax planning which easily falls through the cracks,
without the coordination of a corporate trustee.