Financial Advisors

Our Pooled Trusts are not investments.  We work with several major investment firms that offer years of professional experience for the Pooled Special Needs Trusts we administer.  Our investment advisors take a conservative approach when making investment recommendation and understand the importance of investing for beneficiaries with special needs.  We regularly request proposals from all of our commercial vendors and work to ensure we are being good stewards of the trust funds with which we have been entrusted.