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Facilitate: To Make Easier the Attainment of a Result
At R. M. Davis, Inc., our advisors do their utmost to simplify the complexity of clients' financial affairs, making it easier for them to achieve their goals.
At R. M. Davis, Inc., our advisors do their utmost to simplify the complexity of clients' financial affairs, making it easier for them to achieve their goals.
Trustee Services
We welcome the opportunity to offer our professional trustee services for our wealth management clients. We serve as trustee or co-trustee for many different kinds of trusts, including revocable living trusts, irrevocable testamentary trusts, charitable remainder trusts, and irrevocable life insurance trusts.
Such trustee services include having the client's portfolio manager serve individually as a client's trustee or co-trustee and performing (or arranging for the performance of) necessary trust administration functions such as preparing trust tax returns, providing trust accounting reports, and delivering annual accountings to beneficiaries.
