Wise Investing

Why Choose Univest as a Corporate Trustee?

Trust services are very personal. This makes it imperative that a trustee takes a tailored approach to how it serves clients. With more than 90 years providing trust services, Univest knows there is no one-size-fits-all approach. Our team of experienced professionals takes a personalized approach to how we work with each of our clients. We can be involved as much or as little as needed for our clients and this often varies throughout their lives as their needs change.

In addition to being flexible in our approach and tailored in the solutions we provide, our Trust team has the depth of knowledge necessary to ensure our clients receive the most sophisticated level of advice and support. With an average tenure of 17 years of experience, the team consists of professionals specializing in trust and estate administration, portfolio management, trust support and operations, and trust compliance. This talented group of professionals includes attorneys, Certified Trust and Fiduciary Advisors (CTFA), Certified Financial Planners (CFP®) and Chartered Financial Analysts (CFA).

Unlike with larger organizations that use a catch-all call center, Univest offers the personalized level of service that you deserve. Many times, clients’ accounts can get lost in the shuffle when working with a larger organization. At Univest, every client has a designated Trust Administrator who is a direct phone call or email away. We believe in building relationships and having consistent communication with our clients throughout the year. From regular meetings to review their investments and trust plan to quick check-ins to make certain all their needs are being met, we develop a close bond with each of our clients.

While our typical accounts range in size from $1 million to $5 million, we are willing to consider trust accounts starting at $500,000. Our seasoned and knowledgeable professionals administer a wide array of trusts, including Revocable Living Trusts, Testamentary Trusts, Special Needs Trusts, Guardianships and Charitable Trusts. Special Needs Trusts is our fastest growing area of business and we have a dedicated team trained to handle these specialized trusts.

In many cases, a professional trust company, like Univest, is the best choice to handle your trusts. Given the size of our team, we can handle most of what the larger organizations do but with a much higher level of personal service. We are here to help with your needs. If you would like to learn more about our capabilities and services regarding trust administration, contact us at 215-721-2414.

 

Trust services are offered through Univest Bank and Trust Co., Member FDIC.  The products and services offered through Trust are not FDIC insured, are not a deposit of or bank guaranteed, and are subject to risks, including possible loss of any principal amount invested.

Girard is a marketing name used by Univest Financial Corporation to provide (1) investment and wealth management, fiduciary services and trust services through its subsidiary Univest Bank and Trust Co., (2) specific fiduciary and investment advisory services through Girard Advisory Services, LLC (3) securities products, insurance products and brokerage services through Girard Investment Services, LLC, a registered broker-dealer and member of FINRA and SIPC, and a licensed insurance agency, and (4) investment management and related products and services for Pennsylvania municipal entities through Girard Pension Services, LLC.