| Fiduciary Support Services |
For professional firms with an interest in providing the highest level of asset administration for their clientele, we offer customized trust, estate and investment management services. We provide a professional support team and cost-effective, consistent back office support.
The Advantages To Your Firm:
Integration of all account activities
Local delivery through your office
Consistent process for account management trust
Enhanced risk management
Increased efficiency
Reduced paperwork
Improved client service
Ongoing training and support
Services include:
|
Data Processing
On-line access
Real-time reports
Court-approved accounting
Automated cash management
Periodic statements
Dividend & interest processing
Income collection & bill paying
|
|
Asset Custody
DTC/New York custodians
Mortgage & note servicing
"Unique" asset tracking
Corporate actions
Proxy service
Security transfers
|
|
Investment Support
Investment management
Cash needs analysis
Date of death valuation
Annuity review
Securities research
One-time investment review
|
When Sabal Trust Company is hired as investment manager, our strategy is to construct a portfolio of securities using a customized asset allocation to achieve clients' investment goals and objectives. Read more.
