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Trust Asset Management
The efficient and effective management of trust assets requires a thorough
working knowledge of the legal and financial requirements, standards, and
guidelines faced by fiduciaries. For many years, WIC has managed a wide
variety of pension and trust assets for financial institutions and individuals.
Bob Willis, WIC's Vice President of Research and Portfolio Management, has
written and spoken at professional conferences on fiduciary investment guidelines
and fiduciary liability. With years of experience in the financial, legal,
tax, and accounting aspects of fiduciary and trust asset management, WIC
utilizes a comprehensive approach to the management of trust and pension
assets.
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- Diverse training and background of the WIC principals
- Breadth and depth of firm experience
- Client-centered approach to investment management
- Versatility through size and independence
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