 Independent Trust Services
Bluemont provides a full range of trust services to clients designed to meet the needs of individual trustees and co-trustees, and also provides for the appointment of a corporate trustee through our partnership with numerous trust companies if the need arises.
Our client’s assets are held at a third party brokerage firm (e.g. BNY Pershing as custodian) or at numerous trust companies for trust accounts and thus, clients will continue to receive statements from the custodian. Further, they will receive performance reporting and review from Bluemont Capital Advisors, LLC.
We work as part of a team, along with the client’s advisors, attorneys and accountants to provide the optimum experience for the client and beneficiaries. Unlike many of our competitors, we are often able to accommodate trust assets that include non-marketable securities, closely held positions, collectables and real estate. We provide complete trust accounting services and beneficiary reporting.
Our IRA services include custodial IRAs as well as trustee IRAs and permit many non-traditional investment holdings that include closely held securities and real estate.
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