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A Locally Managed Trust Service

Why FIM Group Private Trust

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.

Estate Planning Professional
  • Works with the client to recommend and establish the appropriate trust
  • Appoints FIM Group as the investment advisor and NATC as corporate trustee, co-trustee or agent for trustee 
FIM Group
  • Oversees the client/investment advisor/trustee relationship
  • Manages the investments in accordance with the trust document while incorporating tax and estate planning strategies

National Advisors Trust
  • Ensures safekeeping of all trust assets
  • Performs trust administration duties as outlined in the trust document such as distributions, statement production, tax reporting and bill paying
  • Provides principal and income trust accounting

Hawaii

444 Hana Hwy,
Suite D
Kahului, HI 96732
p: 808.871.1006
f: 808.871.1433

Michigan

111 Cass Street
Traverse City, MI 49684
p: 231.929.4500
f: 231.995.7999

Wisconsin

1837 E. Main Street
Onalaska, WI 54650
p: 608.779.0300
f: 608.779.0304