About Us

Counsel Trust Company provides a comprehensive suite of investment advisory and management, consulting, retirement plan, custody, and fiduciary trust services to individuals and organizations, as well as services to independent Registered Investment Advisors. In continuous business since 1986, the principals of Counsel Trust Company have trust and investment banking backgrounds and experience. Our trust structure enables us to offer clients access to both passive and active investment opportunities not otherwise available to many investors.

This is accomplished in part by the trust structure and fiduciary platform enabling Counsel Trust Company to create and offer private equity funds to clients. Also, our relationships with other significant consulting firms and hard-to-reach institutional mutual funds enhance this capability. These funds have delivered strong performance, lower volatility and broad, global diversification to client asset-allocated portfolios.

Our clients invest alongside very large pension and endowment portfolios that retain some of the best active money managers, low-cost institutional funds, hedge funds and private equity funds.

We help clients achieve their investment growth goals while mitigating risk and avoiding investment hazards so prevalent in today’s markets. This is achieved by emphasizing asset safety, quality and a customized, disciplined asset allocation plan. Counsel Trust Company helps clients adhere to the plan, re-balancing among asset classes at different intervals throughout the year—all at a very competitive and reasonable fee structure.

Since its founding in 2002 CTC has provided a broad range of traditional fiduciary services to individuals, families and organizations, including revocable, irrevocable, testamentary, insurance, gift, charitable and guardianship trusts, and estate settlement services.

Counsel Trust also offers directed and delegated trust services to outside investment advisory, accounting and legal firms (the institutional side of our business). These institutional, primarily administrative or custodial trust services are becoming a key revenue and asset growth area.