How much of a return will I get on my money in a trust account?

That depends on your goals — current income, long-term growth to offset inflation or some balance of the two — and on ever-changing investment conditions.

Over roughly the past 85 years, diversified portfolios of good quality stocks have produced a total annual return (dividends plus growth in principal value) averaging around 10%. Bonds have produced lower returns overall, but they offer a higher level of current income than stocks.

As trustees, our goal is to provide consistent returns over the years. We emphasize careful asset allocation, the selection of quality investments, and constant vigilance.

Invest with professional guidance.

Your life goals are important to us too! Contact our Trust Professionals and see how we can help grow your portfolio and plan for your best retirement.

Learn More Call 1-800-234-5228 & we will put you in contact with a Trust Professional