What We Do

Our Services

Asset Custody

  • 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.


  • 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
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

St. Albans Office

2 North Main Street, 4th Floor
St Albans, VT 05478
Map and directions