Trust Asset Management

Photo by: Michael Edminster

Ensuring the Health and Well-Being of Loved Ones

A Trust is a legal entity that may hold an assortment of assets such as stocks, bonds, etc. Its objective is to provide an income stream to benefit a named beneficiary, sometimes for a long time after being set up.

We work closely with a named Trustee by providing fiduciary care of the assets in the Trust.

The need for the Trust may arise after an accident or disability of the beneficiary (Special/Supplemental Needs Trust), or to benefit children (Family Trust), or even for the benefit of an aging person’s medical needs (Care Management Trust). Many clients establish a Living Trust to avoid the often complicated and expensive process of probate.

Regardless of the type of Trust, our process for managing the investments inside the Trust is the same-  we blend investment knowledge with compassion and effective communication skills to ensure the purpose of the Trust is met.

View Our Case Studies
“Trust funds allow your money to help the people you love or the causes you believe in, long after you are gone.”

— Ron Gambassi

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Visit with Us

4346 W Rose Hill St.
Boise, ID 83705

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(208) 890-5680


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Business Hours

8:00 am - 5:00 pm | M-F
by appointment