Services
Riverview Asset Management and Trust Company is a locally owned and managed, independent investment group. We offer the highest quality fiduciary, custodial and investment management services, specializing in trusts and investments for individuals, families, businesses, foundations and endowments. Our focus and progressive attitude allows us to attract the best professional expertise and to provide the most innovative services in the marketplace.
What We Do
Today's financial issues range from the simple to the complex. From directing your investments, to paying your expenses while you travel, to helping to establish a limited liability company to manage family business interests, Riverview Asset Management offers services to meet your needs. Here are some of the types of services we offer:
- Revocable Living, Irrevocable, Testamentary and Life Insurance Trusts
- Charitable Remainder, Annuity or Lead Trusts
- Charitable Foundations
- Estate Administration
- Guardianships
- Custody
Investment Management (including Retirement Accounts):
- Investment Management Agency ? IRA Rollovers, SEP, ROTH and more
- Pension and 401(k) Management and/or Administration
- Agent for Trustees and Executors (including all duties as requested)
- Corporate and Individual Cash Management
- Daily Investment Sweep to and from Checking Accounts
- Choice of Money Market Funds (Government, Taxable, Tax Exempt)
- Business Succession Planning
- Estate and Income Tax Planning
- Retirement Planning
How We Do It
Client Satisfaction: Providing comprehensive asset management and custody service is our sole business. Our size, local management and singular focus enables us to "go the extra mile" for our clients.
Flexibility: We conform to our clients' needs. Our portfolios are individually designed with a wide range of investment options including real property, real estate contracts, stocks, bonds and closely held business interests.
Fiduciary Experience: Investment and estate planning decisions almost always have legal, accounting and tax consequences. Our investment advice is always given with these implications in mind; rather than operating on a transactional basis, we manage your account with a view towards the "big picture." Although our staff is well represented with law, accounting and finance degrees, our approach is to work with the existing legal and accounting professionals whom our clients have selected.
Qualified Staff: Our professional staff has an average of twenty years experience in the asset management and trust service business. The depth and experience we offer is second to none.