Directed Manager Trusts
Are you in need of a trust but already have a dedicated investment advisor? At TNB Financial, we will gladly team up with your existing financial advisor in order to create your desired combination of investment management and trust administration. Our flexible approach allows us to faithfully administer your trust while giving your advisor the freedom to manage your assets according to your goals and objectives. TNB Financial will also work with your CPA, attorney, or we can help you find a needed expert for all of your financial needs.