Small Trusts… A Corporate Fiduciary Willing To Serve Many 

Corporate fiduciaries focus on the top 1% of affluent families resulting in a minimum trust size increasing in many cases to $1 million or more. Our ownership by America’s Credit Unions charges us with the corporate responsibility to provide a fiduciary solution to those families who may not have the minimum trust size but yet desperately need the fiduciary services of a bank. While we have many large trusts, we will accept the fiduciary appointment for a small trust to fill this need created by an over emphasis on net profit margins.