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What We Offer |
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Stay Informed, Involved and In Control You'll stay informed, involved and in control. Regardless of the size of your portfolio, you'll receive our full commitment. Are you looking for investment portfolio growth? Tax planning strategies? Secure, long-term income? An alternative to probate? Whatever your goals, preferences, or tolerance to risk, we're here to determine your needs and wants, then devise and implement an action plan accordingly. Fees Based on Performance, Not Transactions. We feel strongly that the commission-based services that other institutions offer may not be in your best interest. Instead, our management fees are tied primarily to your portfolio's current values and income earned. So we prosper only as you do. Could any other arrangement be more equitable or better ensure our best performance?
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Services in Full Measure
Investment Management We offer active management of individual and business investment accounts for those who lack the time or the expertise for managing their own investments. We can tailor portfolios to your needs; actively manage securities; allocate assets; provide sophisticated access to securities markets and mutual funds; provide direct contact with portfolio managers; and more. Trust Management Drawing on years of experience in the administration of trust accounts, we can offer active management of your investments, minimize tax liabilities and help maximize the reliable disbursement of funds. Living trusts protect assets and provide professional investment management for you during your lifetime and for your beneficiaries. You may also want to consider a trust which becomes effective at death. Retirement Planning With your retirement goals in mind, we can advise you if an Individual Retirement Account, 401K, or IRA Rollover makes sense for you in terms of tax-deferred or tax deductible savings. Estate Planning, Settlement and Executor Services We can counsel you on all aspects of estate management. We can offer advice on will preparation, the establishment of trusts, other estate planning documents and asset ownership. Regarding executor services, we manage and distribute assets, keep records, pay estate expenses, file tax returns, plus, manage real estate and business. Our Trust Division can serve as the Fiduciary, such as Trustee, Agent or Executor, and perform all of the fiduciary services as the Fiduciary, or the Bank may perform those services for anyone else who may be the Fiduciary. Custodial Account Management We can support those who actively manage investments, safeguarding the securities and executing their buy and sell instructions.
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Click here for Milford National Personal and Business Banking.
Contact Us are not FDIC insured and may lose value. Privacy Policy Security Overview 
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P.O Box 228