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trust accounts

safeguard assets for others 

A variety of trust services that meet your personal, business or philanthropic wishes

Today, people of all means use trust services to help them safeguard assets in the present, as well as to settle their estate and manage their property for the benefit of others. In addition, professional financial services are used by corporations, government agencies, charities, hospitals, colleges, and similar organizations. Legacy Portfolio Management offers an array of trust services designed to meet our client's personal, philanthropic and business financial goals.
Investment and Insurance products not a deposit. Not FDIC or DIF insured. Not insured by any federal governmental agency. No bank guarantee. May lose value.
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