Why Southeastern Trust?
- Experience
Our team members average over 20 years of industry experience.
- Team Structure
All members of the team are fully acquainted with the circumstances of every client relationship, allowing any member to promptly assist with any issue.
- No Third Parties
All administration investment management and operations take place in our offices, within our control. Nothing is outsourced, allowing STC to provide better service and response times.
- Access
STC team members are accessible to our clients 24/7. Clients have the ability to walk in our office and meet with their team any time they choose.
- Decisions
Clients have access to the individuals making the decisions affecting their accounts. These decisions are made by individuals who are familiar with the client’s situation. Further, decisions can be made quickly.
- Fee Structure
STC charges its fee as a percentage of the market value of the account, and this fee is reflected monthly on the client statement. Our compensation is transparent – there are no hidden fees.
- Size
STC is the perfect size to appropriately service the needs of our clients. We are not so large that clients are treated like numbers, however we have the resources and expertise on hand to assist in any situation.
- Services
In addition to traditional trust administration, STC team members can assist clients with estate planning, investment management, paying monthly bills, estate administration and financial planning.
- Flexibility
STC is willing to work with an outside investment advisor if the client so chooses.
- Real Estate
STC has substantial real estate management experience in residential, commercial, vacation, rental and timber properties.
- National
STC is a division of Atlantic Capital, a national bank, and can serve as trustee for trusts in any state.
Contact Us
Contact Southeastern Trust, and let us know how we can serve you with your trust and investment needs.
Not FDIC Insured, May Lose Value, No Bank Guarantee
