Fiduciary Support Services
For professional firms with an interest in providing the highest level of asset administration for their clientele, we offer customized trust, estate and investment management services. Sabal Trust Company provides a professional support team and cost-effective, consistent back office support.
The Advantages to Your Firm
- Integration of all account activities
- Local delivery through your office
- Consistent process for account management trust
- Enhanced risk management
- Increased efficiency
- Reduced paperwork
- Improved client service
- Ongoing training and support
Services Include:
Data Processing
- Online access
- Real-time reports
- Court-approved accounting
- Automated cash management
- Periodic statements
- Dividend & interest processing
- Income collection
& bill paying
Asset Custody
- DTC/New York custodians
- Mortgage & note servicing
- "Unique" asset tracking
- Corporate actions
- Proxy service
- Security transfers
Investment Support
- Investment management
- Cash needs analysis
- Date of death valuation
- Annuity review
- Securities research
- One-time investment review
When Sabal Trust is hired as investment manager, our strategy is to construct a portfolio of securities using a customized asset allocation to achieve clients' investment goals and objectives.
