East Broad Trust Company, Living Trusts,Irrevocable Trusts,Charitable Trusts,Family Foundations,Special Needs Trusts,Estate Administration,Family Office Services, Greenville, SC

SOUNDNESS

Trust Accounting:
To custody, account for, and back up all asset holdings and transaction activities, East Broad primarily utilizes the accounting platforms of either Northern Trust Company or Charles Schwab and Company Institutional.

Investments:
Strategies to achieve investment goals are usually executed in partnership with independent providers of high quality investment services. This enables us to select from the best of the best money managers available. We are further able to remain flexible and intensely focused on adding value as a corporate fiduciary.

Safety:
East Broad Trust Company is licensed and regulated by the Secretary of State and Commissioner of Banking for the State of South Carolina. Examples of areas they are most attentive to include:

  • Is the company fundamentally sound?
  • Are there weaknesses present, and if so, to what degree and are they within the management's capabilities and willingness to correct?
  • Are fiduciary activities conducted in compliance with laws and regulations?
  • Are overall risk management practices satisfatory?
  • Are there any material supervisory concerns?

In addition to the state exam, we are audited annually by an independent CPA frim and insured by The Cincinnati Insurance Company.

245 East Broad Street · Greenville, South Carolina 29601
Phone:(864)271-3422 · Fax:(864)271-8740 · Toll Free (877)708-3282