Trust & Investment Services

Trust plan management is a complex and dynamic ongoing process which involves decisions and actions by plan fiduciaries. The decisions made by plan fiduciaries can have significant impact on the interests of the beneficiaries and investors.

 

Through a structured approach to Trust and Investment Services, Mammini Company provides a comprehensive process that covers all the pertinent trust related responsibilities.

 

Services include:

 

• Develop Investment Policy Statement
• Active Investment Management
• Investment Analysis and Reviews
• Benchmark Analysis
• Investment Monitoring

 

Our investment transactions are cleared through National Financial Services LLC (NFS), a Fidelity Investment company and an acknowledged industry leader providing cutting-edge technologies.

 

Securities in accounts carried by Pershing LLC are protected by the Securities Investor Protection Corporation (SIPC) up to $500,000 (including cash claims limited to $100,000). Pershing has arranged for additional insurance protection for cash securities to supplement its SIPC coverage. This additional coverage covers total account net equity in excess of the $500,000/$100,000 coverage provided by SIPC. This insurance coverage does not protect against a decline in the market value of securities.

In summary, our approach to this process is to insure that all decisions are made with a thoughtful understanding with consideration given to all possible options to ensure trustees are meeting their fiduciary duties.