Vermont’s First Independent Trust Company

Tailored Investment Management and Trust Administration

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

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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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