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Trust & Investments
When it's time to invest your money, come to the professionals you can trust—the Tower Private Advisors team. You'll find a sound investment philosophy, a commitment to doing things your way and a staff that has over 100 years of trust and banking experience locally.
Areas of Expertise
- Traditional trusts, including revocable, irrevocable and charitable
- Investment Management
- IRA Administration
- Estate Administration
- Estate/Retirement Planning
- Charitable Endowments and Foundations
Investment Philosophy
Our focus is first to preserve your capital and then grow it over time. Using a prudent, disciplined investment style with a global perspective, we work to achieve consistently superior investment results. The guiding principles of our investment philosophy are:- Asset allocation
- Diversification
- Long-term orientation
- Portfolios aligned with clients' objectives
- Commitment to teamwork and resources
With these guiding principles as our foundation, we have developed a core equity investment management style focusing primarily on large capitalization growth stocks, along with a fixed income investment management style that stresses the use of high quality intermediate term securities. This approach is designed to consistently provide attractive total returns without taking unreasonable risks.
Client Services
- Professional asset management
- Collection of investment income
- Custody or safekeeping of assets
- Distributions and payments
- Keeping cash fully invested
- Miscellaneous processing of maturities, calls, exchanges and reorganizations
- Monthly or quarterly asset and transaction statements
- Investment performance review meetings
- Estate and transfer tax planning
- Estate administration
Service Philosophy
Tower Private Advisors are here to serve you, and we understand the importance of being right here when you need us. That is why we are locally owned and operated—and why we make it a priority to meet with you whenever and wherever you deem it convenient.
You can depend on our team of professionals to give you personal service, prompt responses and a superior level of expertise. As always, our goal is to assist you in attaining your goals.
Call the Tower Private Advisors today at 260.427.7005
Browse your Trust accounts now.
Customer Identification
To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents. |
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