The Private Trust Company, N.A.
Financial Services - Cleveland, OH, US
The Private Trust Company, N.A. Employees
The Private Trust Company, N.A. Senior Management
The Private Trust Company, N.A. Details
The Private Trust Company (PTC) provides a unique model that allows clients to delegate investment management, including working with their trusted financial advisor to manage their trust assets. As trustee or agent, PTC ensures that the trust assets are managed appropriately given the trust's objective. The Private Trust Company offers the following services:PTC delegates investment management, including working with the clients financial advisor, who manages the investment in the trust. PTC evaluates the investments to ensure they are made in accordance with the terms of the trust agreement, the investment policy statement, and in compliance with fiduciary standards. PTC reviews the asset allocation strategy and compliance reports with the financial advisor. Scheduled or recurring payments are made as authorized or directed. Income or principal is paid as stipulated in the trust agreement. Illiquid assets and other non-traditional assets can be held by PTC
