Services
Securian Trust Company provides administration for all types of investment management and trust accounts, including:
- Charitable Trusts
- Family Trusts
- Revocable Living Trusts
- Court Appointed Trusts
- IRA Rollovers
- Life Insurance Trusts
- Testamentary Trusts
- Tax-Sheltered Trusts
- Employee Benefit Plans
- Investment Management Accounts
Securian Trust Company offers its clients a full range of investment management and trust services to meet the needs and objectives of every account:
- Retitling assets
- Asset valuation
- Custody and safekeeping of assets
- Principal and income distributions
- Regular and discretionary distributions
- Bill paying
- Portfolio development and maintenance
- Investment management
- Investment research
- Management of real estate and other non-market assets
- Collection and reinvestment of income
- Daily investment of cash balance
- Consolidated statement of account assets and transactions
- Tax information and record keeping
- Trust tax preparation
- Regularly scheduled formal reviews
