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Securian Trust Company

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Trust Services
Services

Our investment approach

Securian Trust Company 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

 

 
       

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Last updated: Thursday, December 8, 2005 8:56 AM