Financial advisors can partner with Vigil Trust & Financial Advocacy - a fully capable corporate trustee - to enhance their capabilities and services in many ways:

• Put your clients' trustee needs in the hands of a friendly corporate trustee while retaining investment management functions
• Move your operation into and operate as a branch of a corporate trustee in order to:
• Reduce your compliance administrative responsibilities
• Streamline your back office
• Expand your servicing capabilities to include trustee services
• Provide yourself a long-term exit strategy for your business
• Obtain access to a comprehensive back office capability as an alternative to more well-known brokerage options
• Access quality separate account management capabilities
• Expand your services to include retirement plan services offering

If you are interested in exploring how partnering with Vigil Trust & Financial Advocacy can help you expand or more efficiently operate your financial advisory practice, please complete the questionnaire below. A Vigil Trust & Financial Advocacy representative will contact you.