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Trust Services

Making decisions regarding your Trust and Investment Management options is a complicated matter. Whether you're an individual looking to accumulate wealth for your family's future security, or the administrator of your company's employee benefit plan, SussexBank has the experience to provide you with proper planning and sound counsel. We offer a broad range of financial planning, investment management and trust services, all geared toward achieving the greatest possible return for our individual and business customers. Contact us today to learn more about the many ways we can help.

Investment Advisory Services Personal Trust Services
Investment Management Services Estate Settlement Services
Custodial Services Employee Benefit Trusts

 

Investment Advisory Services

Understanding your unique needs, goals, and risk tolerance allows us to formulate a balanced investment strategy and recommendation. By maintaining decision-making authority, you reserve the right to make the final decision regarding the allocation of your assets.

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Investment Management Services

Clients often ask us to manage investments on their behalf. As always, the decisions we make carefully follow a pre-determined investment strategy developed for your unique situation. Ideal for the client with little time to actively manage a financial portfolio.

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Custodial Services

Regardless of who assumes responsibility for your investment decisions, SussexBank can provide a comprehensive set of administrative and accounting services, including:

  • Safekeeping of securities;
  • Collecting or disbursing investment income;
  • Managing buy and sell orders
  • Providing detailed account and tax statements.

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Personal Trust Services

When you establish a Trust relationship with SussexBank, you're helping to ensure that your assets are safely passed on to your heirs. We offer many different types of Trust Accounts, including:

  • Trusts Under Will
  • Living Trusts
  • Irrevocable Living Trusts

Let us help you and your attorney select the Trust Account that best fits your unique needs.

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Estate Settlement Services

Selecting SussexBank as the Executor of your estate ensures that your wishes are carried out with impartial expertise. Or, if you have been named the executor of someone’s estate and lack the time and expertise to settle the estate, you may choose to name SussexBank as Agent for Executor. In either case, you can depend on the knowledge and experience of our Trust professionals.

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Employee Benefit Trusts

No matter how large or how small your business might be, the Trust professionals at SussexBank can help you manage the investment and administrative needs associated with employee benefit plans, profit-sharing and 401(k) plans.

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