“Driven By Your Best Interests” is more than a clever tagline for Counsel Trust Company. It’s our principle belief and the cornerstone of every aspect of our business. We understand the special trust placed in us when you ask us for investment planning guidance, or to assist in designing a comprehensive employee benefit plan, or to invest a decade of your life’s earnings. It’s more than money, it’s your achievements and expectations—it’s your life.
Counsel Trust has developed partnerships with several firms that are among the best in their respective fields to bring the highest level of system and operational support services to our clients. Through our relationship with ECA Investment Group, Inc. we have created a valued team of investment strategists, portfolio managers, and consulting staff for our varied clientele.
Counsel Trust serves two primary client groups—Core and Institutional.
Core clients include individuals, families, businesses, employee benefits accounts, and non-profit organizations. For this group, we provide all traditional trust and investment services.
Institutional services are provided to a diverse group of clients, including Registered Investment Advisors (RIAs), banks, and other trust entities. Services to this group are varied. Visit the Institutional Services page under the Services tab for more information.
Counsel Trust is a multi-faceted trust company. Our success lies in the longstanding relationships with clients and friends; because each client referral reminds us that you believe we are “Driven By Your Best Interests.”