San Pasqual Trust offers our clients the added assurance and tangible advantages that come from working with a trustee-only financial institution.
INDEPENDENCE: We never sell investment products and services. Instead, we provide our clients with truly impartial fiduciary service. Many trust companies are more interested in providing asset management as a primary focus of their trust relationship and often utilize proprietary funds and strategies. Because they derive a fee from asset management, they are less inclined to use third-party investment managers–even when that approach may benefit the trust and trust beneficiaries.
SINGULAR FOCUS: We devote our skills, expertise, and resources to trust administration and management.
TEAMWORK: Our trust professionals work as a team with carefully chosen third-party investment firms or with an investment advisor who has an established relationship with the client or family establishing the trust. This collaboration engenders both consistency and continuity.
RESPONSIVENESS: With our low client-to-professional loading, we are available to answer questions or discuss concerns. We do not have an 800 number, and client calls are never routed to a “help desk.” Our clients have a designated team of professionals assigned to each trust relationship.
FLEXIBILITY: Our clients experience less “red tape” than they may encounter elsewhere. We streamline our decision-making for our clients’ benefit.
OVERSIGHT: We continually monitor the performance of the investment professionals managing trust assets and are prepared to replace an investment firm if such action is in the best interests of the trust and trust beneficiaries.