The Power Source for Wealth Creation
Wealth
is the source of and support for the increased well being of all
that it touches: families, communities, entrepreneurs, corporations,
nations. It educates the young and comforts the old. It inspires
confidence, feeds dreams, and nurtures ideas into empires.
Like
water, wealth is the great servant. Just as the unbridled energy
of a waterfall can be harnessed to create electricity and serve
millions, there is no limit to the reach and beneficial power
of wealth.
GreatBanc
Trust Company is committed to increasing the financial security
and wealth of our clients and our clients’ clients. We serve
a select group of municipalities, corporations, financial institutions,
and individuals who seek experts offering the highest integrity
and the most innovative, flexible and customized solutions for
the creation and preservation of wealth.
GreatBanc
Trust provides comprehensive personal trust and investment management
services to individuals, endowments, and corporations. We are
nationally recognized as a highly skilled independent trustee
specializing in employee stock ownership plans (ESOPs).
Our
affiliate Pennant
Management, Inc. is an institutional money manager registered
with and regulated by the United States Securities & Exchange
Commission. They manage the investment portfolios of insurance
companies, community banks, healthcare organizations, governmental
units, and other personal and employee benefit trusts and entities.
Pennant Management also provides an array of specialized and broad-based
financial consulting services through its proprietary CFO à
la Carte™ program.
Our
affiliate Salem
Trust Company provides asset custody, wealth management, and
retirement plan administrative services. They serve clients throughout
the southeast United States, and are recognized as the leading
provider of municipal custody and benefit payment services throughout
the state of Florida.
GreatBanc
Trust, Pennant Management, and Salem Trust are subsidiaries of
U.S. Fiduciary Services, Inc., an employee-owned company.
We
are dedicated to being an extraordinary problem-solving business
partner. We invite you to put the power of GreatBanc Trust to
work for you.
