You may have a long-term relationship with your investment advisor, and would like to maintain investment-management continuity as assets are passed down to future family generations in trust.
To accomodate our customers, we are able to partner with money managers so that you have access to our expertise on all trust matters. We accept a fiduciary role in servicing trust accounts, while respecting and supporting the Registered Investment Advisor’s role as the trust’s investment professional.
Roles of the Money Manager
- Manage investments of the trust portfolio
Roles of Canandaigua National Trust Company
- Administration of the trust according to the trust document
- Preparing and filing federal and state fiduciary income tax returns
- Safekeeping of trust assets
- Collecting dividend and interest payments
- Distribution of income and principal
- Fiduciary accounting and record-keeping
- Annual administrative account reviews
Our goal is to allow your money manager to do what they do best - manage the trust assets according to your unique investment objective - while leaving the administrative fiduciary responsibilities to a specialized and qualified professional.
||If you would like additional information, please use the contact us form or if you would like to speak with a Financial Services Professional, please call 941.366.7222 ext. 50722.
Canandaigua National Trust Company of Florida is an affiliate of Canandaigua National Bank & Trust. This material is provided for general information purposes only and is not a recommendation or solicitation to buy or sell any particular security, product or service. Investments are not bank deposits, are not obligations of, or guaranteed by Canandaigua National Bank & Trust, or Canandaigua National Trust Company of Florida and are not FDIC insured. Investments are subject to investment risks, including possible loss of principal amount invested. Investments may be offered through affiliate companies.