Portfolio Management Enhances Trust Services
Louis Fournet
President
Stanford Trust Company

Stanford Trust Company is enhancing its wealth management services to U.S. citizens, residents and companies with a new program that brings intensive portfolio management down to size.

Strategic Investment Management
For many years, only large portfolios and the highest of high net worth individuals required extensive investment analysis. It was an arduous task, collecting and assessing financial data on a daily basis. Now with advanced technology to speed the process, the demand for performance has put immense pressure on asset managers to deliver institutional-quality service to smaller portfolios. "Imagine the level of resources required to manage a $500 million pension fund," says Stanford Trust Company (STC) President Louis Fournet. "Then imagine providing the same level of resources to our clients in the $750,000 and above range. With one well-structured program, we make portfolio performance analysis accessible to a broader segment of U.S. investors." STC has partnered with some of the most notable and successful capital managers to offer high-end portfolio management service. Asset allocation is centralized, giving private investors the benefit of a customized portfolio of stocks and institutional funds. And for the ultimate in institutional investing, there is one main focus: zero percent adverse tax consequences.