A progressive philosophy
Continue Your Long-Standing Relationships
Unlike many other trust companies that employ in-house investment advisors who use rigid proprietary products and models for relationships with similar investment objectives, Essex Trust utilizes a progressive philosophy of engaging outside investment advisors to develop and manage the investment portfolios of our fiduciary relationships. Our flexible business model, commonly called “open architecture”, allows clients who have a long-standing relationship with a particular investment advisor to continue this relationship by having Essex Trust engage the advisor on behalf of the their trust or estate.
Customized portfolio management solutions
A Strong Partnership
Essex Trust has a strong partnership with Essex Financial for comprehensive and customized portfolio management solutions for trust and estate accounts. For those clients who are currently working with another investment advisor or firm, Essex Trust can partner with that advisor for the investment management of the trust or estate account.
Exceptional Investment Advisory
This approach to wealth management results in an alignment of best-in-class fiduciary service with exceptional investment advisory services. The result is a unique customization of trust relationships tailored to the needs of trust grantors and their beneficiaries.