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arn
the best in real world protection with First American's
professional investment and trust services. We provide
personal Investment and
Trustee Services for clients desiring personalized
management and attention. We also offer a full Estate
Planning and Probate Service
to protect your assets. Services
offered by our highly |
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staff meets client needs through solutions offering: |
Protection and Convenience
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Safekeeping
of financial assets |
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Collecting
income and principal in a timely manner |
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Paying income and principal according to the client's
and trust's instructions |
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Providing monthly statements describing account
activity and asset values |
Investment Opportunities:
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Providing
consistent and disciplined investment services of
account assets using individual securities and mutual
funds |
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Daily
investing all cash |
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Periodic investment meetings and reports by our
investment professionals |
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Action on proxies, stock dividends and rights, conversion
privileges, call and maturing issues |
Income Tax Record Keeping:
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Maintaining
a record of the tax status of each transaction |
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Producing
an annual summary of taxable income and expense
transactions for tax preparation purposes
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Copyright © 1998
The First American Financial Corporation |