Advisor Trust Services
Our trust solutions can help you focus on what's most important — your clients. As you work with them to create a solid financial foundation, we'll work with you to deliver what they need.
Build Multi-Generational Relationships
As a professional advisor, you work closely with your clients to create a solid financial foundation and we uphold your most important asset – the relationship you have with your clients. Colorado State Bank and Trust enhances the advisor/client relationship by providing objective trust solutions while you, the financial advisor, deliver comprehensive investment management with the flexibility of holding client assets with the preferred custodian. To help you develop your advisor-client relationships, we listen first, ask questions and then help you select the right services to fit the client's needs, including:
- Personal Trust Administration
- Court-Created Trusts
- Special Needs Trusts
- Agent for Trustee
- Principal and Income Accounting
- Specialty Asset Management and Administration
- Charitable and Philanthropic Trust Administration
- Estate Settlement and Administration
Nationwide — with a Small Bank Feel
We take pride in being regional and around the corner. But we're also chartered by the Office of Comptroller of the Currency (OCC), meaning we can serve the needs of clients in all 50 states.