The Huntington Trust provides investment management and trust services to individuals and families who seek guidance in the management of their investment assets. Through Huntington Bank’s Investment Management & Trust, you can help organize your life and prepare yourself for any problem that comes your way with the betterment of your finances.
Their dedicated services will listen to your needs, goals and aspirations for the near term and the long term and with a clearer understanding of your position, they will be able to project your priorities along with various strategies to put your assets to the best possible usage it can be.
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Huntington Bank’s Investment Management & Trust:
Your legacy is built over time and begins with a plan. It is about taking care of what’s important to you now and what you want to take care of in the future. Whether you are responsible for handling someone else’s affairs, are serving as trustee or executor, or want to ensure your own plans are executed well, you can rely on Huntington’s team of professionals for investment management and trust services.
Why Professional Investment Management Might Be Right For You
As you seek to protect, grow, and transfer your assets, there are many strategies for the management of your assets that can be used to help you achieve your goals. Among the important things that we help you to consider as you think about your investments and your future:
- Your personal Investment Policy
- The optimal asset allocation to meet your Investment Policy
- Your overall financial objectives and plan
- Your short and long-term needs including your: retirement needs, the education of children or loved ones, travel, and asset transfer among others
Why a Trust Might Be Right For You
Often, your objectives can be fulfilled through an investment management account. Some investment strategies may involve the use of trusts. Trusts are legal structures that can be used to accomplish a wide variety of objectives during and after your lifetime, including:
- Professional investment management
- Management of retirement assets
- Tax planning
- Gifting to your children and grandchildren
- Education funding
- Securing liquidity for family-owned businesses
- Providing for continuation and transfer of family-owned or closely held business
- Supporting charitable endeavors
- Funding endowments
- Managing assets for family members with special needs
- Managing your interests if you are unable
- Financial services for dependents or beneficiaries
- Settling or administering a loved one’s estate
Some things are too specialized and too important to handle alone. We help you implement the key components of your estate and wealth plans – now and in the future.
The Huntington Trust professionals work with you and your legal and tax advisors to provide the execution of your investment management and trust that help you to preserve the financial rewards of your hard work and fulfill your future plans, including:
- Safeguarding, managing and protecting assets
- Providing for family security and support
- Allocating education resources for children or grandchildren
- Meeting eldercare needs for you, your spouse or your parents
- Transferring wealth
- Planning leadership succession for a family owned or closely-held business
- Providing for business continuation and transfer
If you want consistency with your investment assets and you need some extra advising, then Huntington Bank’s Investment Management & Trust may be the best option for you. With tons of service out there that promise to offer you the utmost advising they can and often leaving you stranded, it’s detrimental that you distinguish these services from Huntington Bank.
With Huntington Bank, you will have full control and access to an exceptional team dedicated to establishing your investment goals, priorities, and organize your financial lifestyle suitable for you to reap the most you can with your investment assets. Have Huntington guide you to financial success. Be sure to also check out our complete list of Huntington Bank Account Bonuses or Other Bank Deals for all your banking necessities!
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