YOUR SUCCESS
We take an ACTIV role in fiduciary management of Trust and Conservatorships. ACTIV Trust Management has the experience, intellectual fire power and professional courage to take only those actions in the best interest of the clients. We provide independent trust management, advisory, compliance and fiduciary investment oversight and trust administration services.
OUR SOLUTIONS
ACTIVTM assumes the role of trustee managing a trust solely responsible for action on behalf of the beneficiary as outlined in the trust document. We consider it an honor to be appointed a trustee. We communicate clearly and completely to all affected parties. With business experience, ACTIVTM can oversee operation of investments, business and properties. Financial management is key to successful trust management as we keep an eye on cost and the direction of the investments.
“TOGETHER WE MOVE FORWARD"
