Counsel Trust - Driven By Your Best Interests

Driven By Your Best Interests

“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.”

Client Login -

Welcome to Counsel Trust’s New Web site.
Client login buttons have been moved to the right side of this homepage.

The original “CounselEase” button for trust account access is now the “Client Account Access” button.
The original “CounselTrack” button for 401k account access is now the “Retirement Plan/401k Access” button.
The new “Research” button for clients is password protected. If you would like access, please call or email our office to get set up.

Counsel Trust News

Research Updates

July 29, 2010 - Second Quarter Market Reviews and Outlooks for Symons Capital, Todd-Veredus, Knott Capital and Carret Advisors are now posted in the Research Access Section under Manager Information.

July 29, 2010 - FEG's Capital Market Overview for June 30, 2010 is now posted in the Research Access Section under Research.

July 29, 2010 - FEG's Report: "International Bonds: Expanding the Opportunity Set" is now posted in the Research Access Section under Research.

July 29, 2010 - Stonehaven Energy's June Production Summaries are now posted in the Research Access Section under Manager Information.

July 28, 2010 - Ridgewood Energy's Memo on the Liberty Project, as well as several other projects, is now posted in the Research Access Section under Manager Information.

July 28, 2010 - Siguler Guff's Quarterly Report for March is now posted in the Research Access Section under Manager Information.

July 2, 2010 - Ridgewood Energy's Court Opinion article is now posted in the Research Access Section under Manager Information.

July 2, 2010 - Ridgewood Energy's June Distribution Memo is now posted in the Research Access Section under Manager Information.

June 22, 2010 - FEG's May Research Review is now available in the Research Access section under Research.

June 22, 2010 - FEG's June Portfolio Spotlight: "Reducing Expected Portfolio Risk", is now available in the Research Access section under Research.

June 15, 2010 - Siguler Guff's December 31, 2009 quarter end report is now available in the Research Access section under Manager Information.

June 15, 2010 - Knott Capital's June Commentary is now posted in the Research Access section under Manager Information.

June 15, 2010 - Todd -Veredus' June Commentary is now posted in the Research Access section under Manager Information.

June 8, 2010 - ECA's second quarter newsletter is now posted in the Investment Management section under Newsletter Archive.

June 2, 2010 - Ridgewood Energy's May Distribution Report is now posted in the Research Access Section under Manager Information.

June 1, 2010 - FEG's April Research Report is now posted in tne Research Access Section under Research.

June 1, 2010 - FEG's Private Capital Report for the First Quarter is now available in the Research Access Section under Research.

May 20, 2010 - Stonehaven Energy's April Distributions are now posted in the Research Access Section under Manager Information.

May 14, 2010 - Ridgewood Energy's Targa Project Drilling Results are now posted in the Research Access Section under Manager Information.

May 6, 2010 - Private Fund Reports for the First Quarter are now posted in the Research Access Section under Private Funds.

May 4, 2010 - FEG's Research Review for March 2010 is now posted in the Research Access section under Research.

May 4, 2010 - FEG's Report: "Portfolio Spotlight: Increasing Emerging Markets and Reducing Equity Exposure" is now available in the Research Access section under Research.

May 4, 2010 - FEG's Report: "Hedged Equity: Benefits of an Unconstrained Mandate" is now available in the Research Access section under Research.

May 3, 2010 - Ridgewood Energy's April Distribution Memo is now posted in the Research Access section under Manager Information.

April 22, 2010 - Carret's First Quarter Outlook is now posted in the Research Access section under Manager Information.

April 22, 2010 - Symons' First Quarter Letter is now posted in the Research Access section under Manager Information.

April 22, 2010 - Todd Veredus' First Quarter Review and Outlook is now posted in the Research Access section under Manager Information.

April 22, 2010 - Knott Capital's April 2010 Commentary is now posted in the Research Access section under Manager Information.

April 22, 2010 - Dividend Growth Advisor's First Quarter Outlook is now posted in the Research Access section under Manager Information.

April 20, 2010 - Stonehaven's March Distribution Report is now posted in the Research Access section under Manager Information.

April 9, 2010 - Ridgewood Energy's Memo on the Targa Oil Project is now posted in the Research Access section under Manager Information.

April 1, 2010 - Ridgewood Energy's March Distribution Memo is now posted in the Research Access section under Manager Information.

March 30, 2010 - New Information on Siguler Guff DOF III is now posted in the Research Access Section under Manager Information.

March 22, 2010 - FEG's Research Review for February 2010 is now available in the Research Access section under Research.

March 9, 2010 - ECA's first quarter newsletter is now posted in the Investment Management section under Newsletter Archive.

March 5, 2010 - Stonehaven's February Distribution Report is now available in the Research Access section under Manager Information.

March 3, 2010 - Ridgewood Energy's February Distribution Memo is now posted in the Research Access section under Manager Information.

Community Updates

Counsel Trust and ECA are pleased to once again sponsor The Strand Capitol Performing Arts Center's Christmas show, Tuesday December 14th, featuring Grammy nominated musician, John Tesh.