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Trust and Fiduciary Management Services, Inc.

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Trust and Fiduciary Management Services, Inc.

Mission statement:

Our mission is to develop and implement appropriate investment strategies that serve the long term interests of our clients be they institutions, individuals or familles.

History:

Our firm, Trust and Fiduciary Management Services, was organized within a larger firm in 1990 to provide comprehensive portfolio management service to bank trust departments as well as individuals and institutions. Since its independence in 2000, we have honed our investment process to take advantage of the efficiencies inherent in the intelligent use of computers and have developed highly sophisticated customized client reporting and services that can be delivered in either paper or secure electronic format. Now, in 2008 we have combined with Copell Financial, which increases the depth and breadth of our investment offerings to include strategic portfolios and alternative investments.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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