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LoadingTwo distinct, separate roles — kept that way on purpose. You make all investment decisions. We handle all trust administration, with no competing interest and no fees based on the assets you manage.
Refer a ClientWe protect the structure that protects your client — and we stay firmly in our lane.
We earn no commissions on investments and charge no fees based on the assets you manage. Our administration fee is our only compensation, so we never compete for your role.
When a distribution is approved, we coordinate with you to transfer funds. Our committee meets twice weekly — Tuesdays and Fridays — so your client never waits weeks.
We handle the benefits side — MSA administration, Medicaid eligibility, CMS reporting — so the settlement you help grow never jeopardizes the benefits your client depends on.
Your client sees their balance, distribution history, and trust activity through a secure portal — in English or Spanish. Fewer status calls, more confidence.
The trust-advisor relationship is communicative oversight on behalf of the beneficiary. You keep the client relationship; we make you look good.
Full English and Español support, essential across the Southeast — we communicate with your client in the language they are most comfortable with.
Refer them in a few minutes. We will coordinate the administration side so you can focus on managing the portfolio.
Refer a Client