A Locally Managed Trust Service
By working with our nationally chartered trust company, FIM Group delivers a comprehensive, locally-managed trust services solution.
Expertise. Retain FIM Group as the investment advisor while gaining access to the talented, experienced trust professionals from 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.
Local Support, National Coverage. Combine face-to-face meetings with the local experts of FIM Group Private Trust and the scope of a federally chartered trust company to provide clients with peace of mind. With national coverage, clients are able to relocate with no concerns about the move affecting trust administration.
444 Hana Hwy,
Kahului, HI 96732
111 Cass Street
Traverse City, MI 49684
1837 E. Main Street
Onalaska, WI 54650