Personal Trust & Wealth Management
Dedicated Financial Guidance
LeTort Trust encourages a collaborative, team approach to growing, managing and preserving your wealth. As an independent trust company, we provide objectivity, accountability and peace of mind by serving as a Corporate Trustee.
As trustee, we enable you to avoid family conflicts of interest and related dynamics. Independent trust companies are highly regulated and held to the highest standards of fiduciary accountability. Since we do not offer proprietary investment products, we offer truly objective, unbiased investment management with continuity throughout your life and for future generations.
Many of our personal clients began as business owners or key employees. Our commitment to becoming a financial partner for life, and our collaboration with other professional advisors, provides a rare integrated approach to financial planning and wealth management.
LeTort Trust Difference
Our commitment is to become your lifelong financial partner, collaborating with our dedicated team of professionals to not only analyze your current financial situation but also to build a solid financial plan. We go beyond merely assessing your investments, managing all areas that will impact your financial future, including:
Our dedicated team of professionals serves in a fiduciary capacity, adhering to strict ethical standards to ensure that all financial advice and planning recommendations are in your best interests.
We build asset management plans tailored to your specific goals, directed towards helping you make wise choices for a secure future.
We take a comprehensive review of your personal and financial circumstance so that we can establish goals and develop an in-depth course of action to take you from the accumulation phase of life all the way through the decumulation phase.
We are committed to building lasting relationships with our clients, standing by your side as your financial needs evolve over time.
Our Scope of Services
Fiduciary Services
OUR COMMITMENT
LeTort Trust is an independent trust company authorized to act as a fiduciary under the banking code of 1965 and the Commonwealth of Pennsylvania. In the role of fiduciary, LeTort Trust always has and will continue to:
- Act prudently and solely in the best interest of clients without regard to the financial or other interest of LeTort Trust or its affiliates.
- Commit to the best of its ability to provide truthful, clear, and unbiased fiduciary advice to all clients. LeTort principals, after affecting for different allocations between equity and debt, are invested identically as our clients.
- LeTort Trust has and continues to operate as a “Level Fee Fiduciary”, as described by the Department of Labor, by charging reasonable compensation as a fixed percentage of the value of assets under management. LeTort Trust has a graded fee schedule that does reduce the percentage charged as assets under management increase.
- LeTort Trust strives to avoid all conflicts that could be thought to impede our goal of providing unbiased advice to our clients.
