A: Investment accounts, retirement accounts, trusts, foundations, estates, etc.
A: Approximately $840 million.
A: Roughly 150 families and organizations in 19 states.
A: Stocks, bonds, cash, exchange-traded funds, commercial and residential real estate, closely held businesses, farmland, timber, and other alternative strategies.
A: Eighteen professionals are dedicated full-time to the wealth management process, and many other Truxton Trust team members are engaged in servicing wealth management clients.
A: The Wealth Management team has cumulative experience exceeding 300 years. Credentials include: four Doctors of Jurisprudence (J.D.s), three Chartered Financial Analysts (CFAs), three Certified Financial Planners (CFP®s), five Licensed Insurance Agents, five Certified Trust and Financial Advisors (CTFAs), four Registered Representatives, one Certified Public Accountant (CPA) and several undergraduate and graduate degrees in business-related fields.
A: Truxton Trust focuses entirely on doing what is best for the client, without the distraction of selling proprietary products. We customize solutions for clients based on their needs, objectives and preferences.
A: Yes. Our expertise is particularly strong with large-cap domestic companies; taxable and tax-free fixed income instruments, exchange-traded funds and real estate. Utilizing rigorous selection criteria, we do engage outside investment managers in certain circumstances with ultimate control and oversight maintained by Truxton Trust.
A: Yes. Truxton Trust is often named in wills as executor of and/or trustee. We can also serve as agent for executors and trustees. It is an honor for our firm to be trusted in these important capacities.
A: Yes, many companies and individuals seek our expertise with 401(k)s, Profit-Sharing Plans, IRAs, SEPs, etc.
A: The bulk of our revenue is derived from applying a market-value based fee charged on a monthly basis. Seldom does Truxton Trust earn a transaction-based fee.
A: The process begins with an intensive review and analysis of the prospective client’s account statements, wills, trust documents, insurance policies and other pertinent documents. Through this review and analysis, Truxton Trust seeks to identify ways our team can add significant value to the prospective client and their family.
- Not FDIC Insured
- No Bank Guarantee
- May Lose Value