Written by We serve as ESOP trustee, responsible for representing the interests of employees in companies that sponsor Employee Stock Ownership Plans (ESOPs). As a non-depository trust company, we serve as corporate trustee for individual trusts.
Our dedicated team of experienced ESOP professionals ensure that the fiduciary decisions we make are in the best interests of plan participants.
Our commitment to excellence and personalized guidance empowers individuals to manage, protect and grow their wealth. We are your dedicated partner in achieving financial stability.