A CONSULTATIVE APPROACH
Are you taking on more risk than is appropriate, given your return? Has anyone ever reviewed your risk profile? At Truxton Trust, our relationship is based on knowing your specific long-term financial goals. Then we analyze your current investment strategy, your tolerance for risk, and present our best recommendation for getting you to where you want to be.
Yes, we manage assets for a fee, but we do so much more as part of our service. You can always count on clarity as it pertains to both fees and charges, and investment risk and return. No quotas. No commissions.
We are happy to partner with you and your own advisors, accountants, lawyers and tax professionals to ensure you receive the greatest possible benefit from your investments.
- Not FDIC Insured
- No Bank Guarantee
- May Lose Value