Sage Rutty & Co., Inc. > Expertise...

Expertise: Retain Sage Rutty and Company, Inc. as the Investment Advisor while gaining access to the talented, experienced trust professionals of National Advisors Trust.
Cost Effective: Benefit from trust services provided in a cost efficient manner with a competitive fee structure.
Flexibility: Opt to work with co-trustees by sharing administrative responsibilities to achieve the objectives of the trust and meet the needs of the beneficiaries. There is the ability to include language in a trust document which adopts the governing law of your domicile.
Local Support, National Coverage: Experience both the personal attention of face-to-face meetings with your Sage Rutty and Company Trust Representative and the peace of mind gained from the scope of a federally-chartered trust company. With the national coverage, our clients are able to move out of state after retirement and hold real estate and other non-standard assets in multiple states without affecting their trust.

Trustee Services

Revocable Trusts
Charitable Trusts
Irrevocable Life Insurance Trusts
Special Needs Trusts
Irrevocable Trusts
Institutional Trusts
Agent for Trustees

Custodial Services

Securities safekeeping
Income collection from securities
Settlement of securities trades as directed
Payment of funds when directed
Timely statement delivery
Custody for Alternative Investments

Retirement Plan Services

IRAs: Custodian or Trustee
Defined Benefit Plans
401(k): Daily Valuation Platform
Defined Contribution Plans
Roth 401(k) feature within a 401(k) Plan

To discuss your specific needs, please contact Sage Rutty today at info@sagerutty.com or call 585.232.3760. To set up an appointment with a specific Sage Rutty Advisor, click here to access our team directory.