Our Services

Our Services


  • Safe-keep all securities
  • Collect dividends, interest, and bond proceeds on maturity or call;
  • Pay bills including tax estimates;
  • Sell or exercise rights and vote proxies;
  • Perform a daily sweep of cash;
  • Provide easy access to no-load mutual funds;
  • Provide daily Internet access to statements of transactions and market values;
  • Provide monthly statements of transactions and assets with market value;
  • Provide an annual tax summary.

Investment Management

  • Custody of assets (see above);
  • Investment management of the assets in accordance with the 
client’s objective.


  • Custody and Investment Management (see above);
  • Trustee or agent for an individual trustee:
Living Trust Revocable Trust Charitable Remainder Trust
Marital Trust “Crummey” Trust Credit-Shelter Trust
Grantor Trust Trust under Will Testamentary Trust
Standby Trust Disability Trust Special Needs Trust
Bypass Trust Irrevocable Trust Life Insurance Trust (rev)


  • Executor and Guardian

Brattleboro Office

86 Linden Street
P.O. Box 1280 (all mail)
Brattleboro, VT, 05301
Toll Free: 877.753.4401
Map and directions

Burlington Office

286 College Street
Burlington, VT 05401
Toll Free: 866.616.0070
Map and directions

Manchester Office

5245 Main Street
P.O. Box 1015
Manchester Center, VT 05255
Map and directions

Rutland Office

23 Court Street
Rutland, VT 05701
Map and directions