Investment Services

Our investment services are divided into three general categories:  Fiduciary, Investment Management and Custodial. 

Fiduciary accounts, which include trusts and estates where Smithfield Trust Company is serving in a fiduciary capacity, constitute our highest level of investment service.  Here, we engage proven, third-party investment managers and compensate those managers out of our pocket.

Investment management, or agency, accounts are well suited to those situations where Smithfield Trust Company’s expertise is sought, but no formal fiduciary relationship exists.  Investment management accounts also benefit from our “manager of managers” approach.

With custodial accounts, we have custody of a client’s assets but do not have a responsibility to select or compensate a third-party manager.  Our custodial accounts are enhanced in the sense that we normally do tax reporting, court accountings and relationship management in addition to record keeping.  Most of our custodial accounts involve irrevocable trusts with individual trustees seeking professional assistance.

In all instances – Fiduciary, Agency or Custodial – we will utilize WealthStation software to assist you and your advisors in asset a llocation modeling and analysis before the implementation of an investment management strategy.