Vermont’s First Independent Trust Company

Tailored Investment Management and Trust Administration

Our Services

Delivering a range of investment management and trust services.

Our People

A team of employee-owners offering deep expertise with local knowledge.

Our Story

Chartered in 1999 as Vermont’s first independent trust company.

Our Fees

We value transparency and offer a competitive, all-inclusive fee structure.

What differentiates us is our breadth of expertise in creating a comprehensive plan and our dedicated follow-through in
executing it.

Our Services

Investment Management

Financial & Retirement Planning​

Trust Administration

Estate Planning

IRAs

Our Fees

News, Insights & Resources

Read the most recent Newsletter

Get in Touch

Ready to take the next step with your financial future?

A company devoted solely to investment management and trust services, we are unique among fiduciary and investment advisors in our combination of independence, employee ownership, expertise, and our approach to maintaining long term relationships.

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