WHY TRUST COMPANY OF STERNE, AGEE, AND LEACH?
With over $500 million in assets under management, we are the central delivery channel of personal and charitable trusts, employee benefit plans, and corporate trust services for the Sterne, Agee and Leach Group, Inc. affiliates, as well as our own geographic market. Our goal is to deliver the highest degree of personalized service with confidentiality and integrity. The following service features help us achieve this goal: • A personal investment strategy built around each client; • Broad diversification by asset class and style; • Access to some of the world’s most talented money managers; • On-going portfolio monitoring; • Detailed account statements and performance reports; and • Consistent client communication and technological support. CIC, along with TCTS and SAL, offers you a unique trio of professional objectivity, flexibility, expertise and integrity unmatched in today’s financial marketplace. Let CIC,TCTS, and SAL’s trust services successfully assist you in achieving your lo
Related Questions
- Why would Sterne, Agee & Leach, Inc. be willing to make possible this unique and extremely profitable investment opportunity to all federally and state chartered credit unions?
- How will Sterne, Agee & Leach, Inc. and Sterne Agee Capitol Markets (SACM) be compensated?
- WHY TRUST COMPANY OF STERNE, AGEE, AND LEACH?
