Open Architecture

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.

Best-in-class service

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.